SMCVX Mutual Fund

SMCVX Mutual Fund

NAV$8.82
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Returns Overview

1 Month
+1.28%
3 Months
-0.29%
6 Months
-0.05%
YTD
+0.87%
1 Year
+1.21%
3 Years (annualized)
+7.08%
5 Years (annualized)
+1.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMCVX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.87%
Peer Avg (YTD)
+1.06%
vs Peers
-0.18%

SMCVX Mutual Fund Performance

SMCVX performance across multiple time periods: 1-month 1.28%, YTD 0.87%, 1-year 1.21%, 3-year 7.08%, 5-year 1.76%.

SMCVX returns trail the peer average of 1.06% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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