SMNIX Mutual Fund

SMNIX Mutual Fund

NAV$31.01
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Returns Overview

1 Month
+3.12%
3 Months
+9.31%
6 Months
+8.36%
YTD
+11.29%
1 Year
+14.58%
3 Years (annualized)
+5.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMNIX 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
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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
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+11.29%
Peer Avg (YTD)
+5.40%
vs Peers
+5.89%

SMNIX Mutual Fund Performance

SMNIX performance across multiple time periods: 1-month 3.12%, YTD 11.29%, 1-year 14.58%, 3-year 5.28%.

SMNIX returns outperform the peer average of 5.40% YTD. With an expense ratio of 2.50%, investors should weigh costs against performance when evaluating this mutual fund.

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