SMXAX Mutual Fund

SMXAX Mutual Fund

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Returns Overview

1 Month
-4.15%
3 Months
-5.25%
6 Months
+13.25%
YTD
+10.62%
1 Year
+12.44%
3 Years (annualized)
+18.65%
5 Years (annualized)
+6.84%
10 Years (annualized)
+12.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMXAX 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
Russell Small Cap Completeness(^RSCC)
This Mutual Fund (YTD)
+10.62%
Peer Avg (YTD)
+6.72%
vs Peers
+3.90%

SMXAX Mutual Fund Performance

SMXAX performance across multiple time periods: 1-month -4.15%, YTD 10.62%, 1-year 12.44%, 3-year 18.65%, 5-year 6.84%, 10-year 12.12%.

SMXAX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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