SMDEX Mutual Fund

SMDEX Mutual Fund

NAV$12.88
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Returns Overview

1 Month
-3.21%
3 Months
+1.73%
6 Months
+5.90%
YTD
+9.17%
1 Year
+14.51%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+9.17%
Peer Avg (YTD)
+9.54%
vs Peers
-0.37%

SMDEX Mutual Fund Performance

SMDEX performance across multiple time periods: 1-month -3.21%, YTD 9.17%, 1-year 14.51%.

SMDEX returns trail the peer average of 9.54% 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.