SMDPX Mutual Fund

SMDPX Mutual Fund

NAV$8.92
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Returns Overview

1 Month
+0.46%
3 Months
-0.57%
6 Months
-14.92%
YTD
-15.17%
1 Year
-5.93%
3 Years (annualized)
-6.08%
5 Years (annualized)
+1.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMDPX 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
Bloomberg US 2500 Value Index(^BUS2500VII)
This Mutual Fund (YTD)
-15.17%
Peer Avg (YTD)
+6.42%
vs Peers
-21.59%

SMDPX Mutual Fund Performance

SMDPX performance across multiple time periods: 1-month 0.46%, YTD -15.17%, 1-year -5.93%, 3-year -6.08%, 5-year 1.93%.

SMDPX returns trail the peer average of 6.42% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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