SMMIX Mutual Fund

SMMIX Mutual Fund

NAV$31.14
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Returns Overview

1 Month
+3.09%
3 Months
-2.51%
6 Months
+18.14%
YTD
+6.74%
1 Year
+3.64%
3 Years (annualized)
+17.82%
5 Years (annualized)
+9.86%
10 Years (annualized)
+19.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMMIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.74%
Peer Avg (YTD)
+8.68%
vs Peers
-1.94%

SMMIX Mutual Fund Performance

SMMIX performance across multiple time periods: 1-month 3.09%, YTD 6.74%, 1-year 3.64%, 3-year 17.82%, 5-year 9.86%, 10-year 19.29%.

SMMIX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

SMMIX vs another fund shows side-by-side returns. SMMIX alternatives are available in the Mutual Fund Screener.