SMDIX Mutual Fund

NAV$22.86

Returns Overview

1 Month
+4.60%
3 Months
+14.85%
6 Months
+18.35%
YTD
+16.94%
1 Year
+29.07%
3 Years (annualized)
+15.11%
5 Years (annualized)
+9.47%
10 Years (annualized)
+11.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMDIX 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

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+16.94%
Peer Avg (YTD)
+10.82%
vs Peers
+6.12%

SMDIX Mutual Fund Performance

SMDIX performance across multiple time periods: 1-month 4.60%, YTD 16.94%, 1-year 29.07%, 3-year 15.11%, 5-year 9.47%, 10-year 11.09%.

SMDIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

SMDIX performance comparison shows side-by-side returns with another fund. SMDIX alternatives are available in the Mutual Fund Screener.