SMDEX Mutual Fund

SMDEX Mutual Fund

NAV$12.31
See how much of SMDEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.18%
3 Months
+3.35%
6 Months
+4.20%
YTD
+11.55%
1 Year
+13.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMDEX 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 Mutual Fund (YTD)
+11.55%
Peer Avg (YTD)
+9.89%
vs Peers
+1.66%

SMDEX Mutual Fund Performance

SMDEX performance across multiple time periods: 1-month 2.18%, YTD 11.55%, 1-year 13.66%.

SMDEX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

SMDEX vs another fund shows side-by-side returns. SMDEX alternatives are available in the Mutual Fund Screener.