SMDOX Mutual Fund

SMDOX Mutual Fund

NAV$9.09
See how much of SMDOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.45%
3 Months
-0.56%
6 Months
-14.76%
YTD
-15.00%
1 Year
-5.68%
3 Years (annualized)
-5.83%
5 Years (annualized)
+2.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMDOX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US 2500 Value Index(^BUS2500VII)
This Mutual Fund (YTD)
-15.00%
Peer Avg (YTD)
+6.42%
vs Peers
-21.42%

SMDOX Mutual Fund Performance

SMDOX performance across multiple time periods: 1-month 0.45%, YTD -15.00%, 1-year -5.68%, 3-year -5.83%, 5-year 2.21%.

SMDOX returns trail the peer average of 6.42% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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