SMNIX Mutual Fund

NAV$28.99

Returns Overview

1 Month
+1.63%
3 Months
-0.86%
6 Months
+0.88%
YTD
+1.81%
1 Year
+1.73%
3 Years (annualized)
+3.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMNIX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+1.81%
Peer Avg (YTD)
+3.47%
vs Peers
-1.66%

SMNIX Mutual Fund Performance

SMNIX performance across multiple time periods: 1-month 1.63%, YTD 1.81%, 1-year 1.73%, 3-year 3.60%.

SMNIX returns trail the peer average of 3.47% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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