SMI ETF

$44.33

Returns Overview

1 Month
-0.57%
3 Months
-3.07%
6 Months
-3.29%
YTD
-2.22%
1 Year
+0.64%
3 Years (annualized)
+0.89%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SMI 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE BofA Broad Municipal Index
This ETF (YTD)
-2.22%
Peer Avg (YTD)
-1.73%
vs Peers
-0.50%

SMI ETF Performance

SMI performance across multiple time periods: 1-month -0.57%, YTD -2.22%, 1-year 0.64%, 3-year 0.89%.

SMI returns trail the peer average of -1.73% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this ETF.

SMI performance comparison shows side-by-side returns with another fund. SMI alternatives are available in the ETF Screener.

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.57%N/A
3 Months-3.07%N/A
6 Months-3.29%N/A
1 Year+0.64%N/A
3 Years+0.89%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized