SMSYX Mutual Fund

SMSYX Mutual Fund

NAV$9.78
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Returns Overview

1 Month
-3.58%
3 Months
-4.97%
6 Months
-3.57%
YTD
-4.18%
1 Year
-2.89%
3 Years (annualized)
+2.53%
5 Years (annualized)
+0.09%
10 Years (annualized)
+1.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMSYX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Massachusetts Intermediate Municipal Index Return(BBGMSCIUSGBI)
This Mutual Fund (YTD)
-4.18%
Peer Avg (YTD)
-3.84%
vs Peers
-0.34%

SMSYX Mutual Fund Performance

SMSYX performance across multiple time periods: 1-month -3.58%, YTD -4.18%, 1-year -2.89%, 3-year 2.53%, 5-year 0.09%, 10-year 1.14%.

SMSYX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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