SMDJX Mutual Fund

SMDJX Mutual Fund

NAV$12.85
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Returns Overview

1 Month
+4.49%
3 Months
+12.39%
6 Months
+12.79%
YTD
+11.41%
1 Year
+21.01%

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)
+11.41%
Peer Avg (YTD)
+10.82%
vs Peers
+0.60%

SMDJX Mutual Fund Performance

SMDJX performance across multiple time periods: 1-month 4.49%, YTD 11.41%, 1-year 21.01%.

SMDJX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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