SMU ETF

SMU ETF
$6.14
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Returns Overview

1 Month
-35.66%
3 Months
-66.04%
6 Months
-87.21%
YTD
-82.42%
1 Year
-99.21%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SMU 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This ETF (YTD)
-82.42%
Peer Avg (YTD)
-0.65%
vs Peers
-81.77%

SMU ETF Performance

SMU performance across multiple time periods: 1-month -35.66%, YTD -82.42%, 1-year -99.21%.

SMU returns trail the peer average of -0.65% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this ETF.

SMU vs another fund shows side-by-side returns. SMU alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-35.66%N/A
3 Months-66.04%N/A
6 Months-87.21%N/A
1 Year-99.21%N/A

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