SFMRX Mutual Fund

SFMRX Mutual Fund

NAV$37.12
See how much of SFMRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.29%
3 Months
-0.34%
6 Months
+6.63%
YTD
+9.88%
1 Year
+8.01%
3 Years (annualized)
+18.09%
5 Years (annualized)
+4.58%
10 Years (annualized)
+13.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFMRX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+9.88%
Peer Avg (YTD)
+10.76%
vs Peers
-0.88%

SFMRX Mutual Fund Performance

SFMRX performance across multiple time periods: 1-month -1.29%, YTD 9.88%, 1-year 8.01%, 3-year 18.09%, 5-year 4.58%, 10-year 13.64%.

SFMRX returns trail the peer average of 10.76% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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