SMU ETF

$7.28

Returns Overview

1 Month
-44.44%
3 Months
-39.02%
6 Months
-72.66%
YTD
-78.96%

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

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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

This ETF (YTD)
-78.96%
Peer Avg (YTD)
+12.13%
vs Peers
-91.09%

SMU ETF Performance

SMU performance across multiple time periods: 1-month -44.44%, YTD -78.96%.

SMU returns trail the peer average of 12.13% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-44.44%N/A
3 Months-39.02%N/A
6 Months-72.66%N/A

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