SMDQX Mutual Fund

NAV$8.20

Returns Overview

1 Month
+0.37%
3 Months
-0.62%
6 Months
-16.11%
YTD
-16.29%
1 Year
-7.61%
3 Years (annualized)
-7.10%
5 Years (annualized)
+0.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMDQX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US 2500 Value Index(^BUS2500VII)
This Mutual Fund (YTD)
-16.29%
Peer Avg (YTD)
+6.42%
vs Peers
-22.70%

SMDQX Mutual Fund Performance

SMDQX performance across multiple time periods: 1-month 0.37%, YTD -16.29%, 1-year -7.61%, 3-year -7.10%, 5-year 0.96%.

SMDQX returns trail the peer average of 6.42% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

SMDQX performance comparison shows side-by-side returns with another fund. SMDQX alternatives are available in the Mutual Fund Screener.