SMSAX Mutual Fund

SMSAX Mutual Fund

NAV$10.40
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Returns Overview

1 Month
-2.26%
3 Months
-2.71%
6 Months
+2.36%
YTD
+3.90%
1 Year
+7.55%
3 Years (annualized)
+9.56%
5 Years (annualized)
+5.08%
10 Years (annualized)
+4.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMSAX 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 0-3 Month US Treasury Bill Index(IUTB)
This Mutual Fund (YTD)
+3.90%
Peer Avg (YTD)
+5.40%
vs Peers
-1.50%

SMSAX Mutual Fund Performance

SMSAX performance across multiple time periods: 1-month -2.26%, YTD 3.90%, 1-year 7.55%, 3-year 9.56%, 5-year 5.08%, 10-year 4.58%.

SMSAX returns trail the peer average of 5.40% YTD. With an expense ratio of 2.93%, investors should weigh costs against performance when evaluating this mutual fund.

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