SMDLX Mutual Fund

SMDLX Mutual Fund

NAV$25.64
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Returns Overview

1 Month
+0.85%
3 Months
+2.80%
6 Months
+5.94%
YTD
+8.39%
1 Year
+12.97%
3 Years (annualized)
+12.84%
5 Years (annualized)
+8.76%
10 Years (annualized)
+8.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMDLX 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

Benchmark
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+8.39%
Peer Avg (YTD)
+11.41%
vs Peers
-3.03%

SMDLX Mutual Fund Performance

SMDLX performance across multiple time periods: 1-month 0.85%, YTD 8.39%, 1-year 12.97%, 3-year 12.84%, 5-year 8.76%, 10-year 8.42%.

SMDLX returns trail the peer average of 11.41% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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