SMMRX Mutual Fund

SMMRX Mutual Fund

NAV$29.67
See how much of SMMRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.06%
3 Months
-2.56%
6 Months
+17.91%
YTD
+6.39%
1 Year
+3.25%
3 Years (annualized)
+16.16%
5 Years (annualized)
+6.39%
10 Years (annualized)
+14.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMMRX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.39%
Peer Avg (YTD)
+8.68%
vs Peers
-2.29%

SMMRX Mutual Fund Performance

SMMRX performance across multiple time periods: 1-month 3.06%, YTD 6.39%, 1-year 3.25%, 3-year 16.16%, 5-year 6.39%, 10-year 14.03%.

SMMRX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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