SMTZX Mutual Fund

SMTZX Mutual Fund

NAV$25.09
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Returns Overview

1 Month
-1.97%
3 Months
-1.27%
6 Months
+8.88%
YTD
+6.23%
1 Year
+8.94%
3 Years (annualized)
+14.65%
5 Years (annualized)
+6.92%
10 Years (annualized)
+9.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMTZX 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
JPM SMARTRETIREMENT 2040 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+6.23%
Peer Avg (YTD)
+7.09%
vs Peers
-0.86%

SMTZX Mutual Fund Performance

SMTZX performance across multiple time periods: 1-month -1.97%, YTD 6.23%, 1-year 8.94%, 3-year 14.65%, 5-year 6.92%, 10-year 9.36%.

SMTZX returns trail the peer average of 7.09% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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