SMDKX Mutual Fund

SMDKX Mutual Fund

NAV$12.32
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Returns Overview

1 Month
+1.08%
3 Months
-2.02%
6 Months
-0.33%
YTD
+5.66%
1 Year
+9.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMDKX 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)
+5.66%
Peer Avg (YTD)
+8.01%
vs Peers
-2.34%

SMDKX Mutual Fund Performance

SMDKX performance across multiple time periods: 1-month 1.08%, YTD 5.66%, 1-year 9.67%.

SMDKX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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