SMDMX Mutual Fund

SMDMX Mutual Fund

NAV$10.73
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Returns Overview

1 Month
-2.05%
3 Months
-1.03%
6 Months
-1.60%
YTD
-1.06%
1 Year
+4.09%
3 Years (annualized)
+3.15%
5 Years (annualized)
+0.41%
10 Years (annualized)
+1.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMDMX 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
Bloomberg Maryland 2+ Year Enhanced Municipal Linked Index
This Mutual Fund (YTD)
-1.06%
Peer Avg (YTD)
+0.23%
vs Peers
-1.29%

SMDMX Mutual Fund Performance

SMDMX performance across multiple time periods: 1-month -2.05%, YTD -1.06%, 1-year 4.09%, 3-year 3.15%, 5-year 0.41%, 10-year 1.63%.

SMDMX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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