SMTZX Mutual Fund

NAV$25.48

Returns Overview

1 Month
+0.48%
3 Months
+10.28%
6 Months
+8.24%
YTD
+7.59%
1 Year
+16.22%
3 Years (annualized)
+14.43%
5 Years (annualized)
+7.24%
10 Years (annualized)
+9.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMTZX 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
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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)
+7.59%
Peer Avg (YTD)
+7.64%
vs Peers
-0.05%

SMTZX Mutual Fund Performance

SMTZX performance across multiple time periods: 1-month 0.48%, YTD 7.59%, 1-year 16.22%, 3-year 14.43%, 5-year 7.24%, 10-year 9.70%.

SMTZX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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