SMGSX Mutual Fund

SMGSX Mutual Fund

NAV$14.32
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Returns Overview

1 Month
+0.26%
3 Months
-0.37%
6 Months
+2.22%
YTD
+7.90%
1 Year
+10.32%
3 Years (annualized)
+15.34%
5 Years (annualized)
+5.80%
10 Years (annualized)
+6.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMGSX 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
S&P 500 Index Total Return
This Mutual Fund (YTD)
+7.90%
Peer Avg (YTD)
+5.28%
vs Peers
+2.61%

SMGSX Mutual Fund Performance

SMGSX performance across multiple time periods: 1-month 0.26%, YTD 7.90%, 1-year 10.32%, 3-year 15.34%, 5-year 5.80%, 10-year 6.59%.

SMGSX returns outperform the peer average of 5.28% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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