SMTCX Mutual Fund

NAV$24.72

Returns Overview

1 Month
+0.41%
3 Months
+10.22%
6 Months
+8.10%
YTD
+7.44%
1 Year
+15.90%
3 Years (annualized)
+14.14%
5 Years (annualized)
+6.97%
10 Years (annualized)
+9.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMTCX 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
JPM SMARTRETIREMENT 2040 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+7.44%
Peer Avg (YTD)
+7.64%
vs Peers
-0.20%

SMTCX Mutual Fund Performance

SMTCX performance across multiple time periods: 1-month 0.41%, YTD 7.44%, 1-year 15.90%, 3-year 14.14%, 5-year 6.97%, 10-year 9.55%.

SMTCX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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