SMSNX Mutual Fund

NAV$7.38

Returns Overview

1 Month
+0.74%
3 Months
+4.37%
6 Months
+2.71%
YTD
+2.71%
1 Year
+10.69%
3 Years (annualized)
+10.35%
5 Years (annualized)
+3.65%
10 Years (annualized)
+3.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMSNX 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
JP Morgan Emerging Markets Blended Index (JEMB) - Equal Weighted
This Mutual Fund (YTD)
+2.71%
Peer Avg (YTD)
+3.07%
vs Peers
-0.36%

SMSNX Mutual Fund Performance

SMSNX performance across multiple time periods: 1-month 0.74%, YTD 2.71%, 1-year 10.69%, 3-year 10.35%, 5-year 3.65%, 10-year 3.68%.

SMSNX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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