SMDLX Mutual Fund

SMDLX Mutual Fund

NAV$24.92
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Returns Overview

1 Month
+3.44%
3 Months
+0.43%
6 Months
+3.25%
YTD
+8.85%
1 Year
+11.39%
3 Years (annualized)
+14.88%
5 Years (annualized)
+7.76%
10 Years (annualized)
+8.87%

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
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📉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)
+8.85%
Peer Avg (YTD)
+12.44%
vs Peers
-3.59%

SMDLX Mutual Fund Performance

SMDLX performance across multiple time periods: 1-month 3.44%, YTD 8.85%, 1-year 11.39%, 3-year 14.88%, 5-year 7.76%, 10-year 8.87%.

SMDLX returns trail the peer average of 12.44% 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.