SMDJX Mutual Fund

SMDJX Mutual Fund

NAV$12.07
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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 SMDJX 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
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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%

SMDJX Mutual Fund Performance

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

SMDJX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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