SMCIX Mutual Fund

NAV$25.89

Returns Overview

1 Month
+7.35%
3 Months
+19.88%
6 Months
+23.85%
YTD
+22.68%
1 Year
+36.68%
3 Years (annualized)
+20.00%
5 Years (annualized)
+9.76%
10 Years (annualized)
+14.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMCIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+22.68%
Peer Avg (YTD)
+18.52%
vs Peers
+4.15%

SMCIX Mutual Fund Performance

SMCIX performance across multiple time periods: 1-month 7.35%, YTD 22.68%, 1-year 36.68%, 3-year 20.00%, 5-year 9.76%, 10-year 14.35%.

SMCIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

SMCIX performance comparison shows side-by-side returns with another fund. SMCIX alternatives are available in the Mutual Fund Screener.