SMDRX Mutual Fund

SMDRX Mutual Fund

NAV$23.34
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Returns Overview

1 Month
-0.97%
3 Months
+4.68%
6 Months
+13.10%
YTD
+17.25%
1 Year
+26.04%
3 Years (annualized)
+14.39%
5 Years (annualized)
+8.88%
10 Years (annualized)
+10.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMDRX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+17.25%
Peer Avg (YTD)
+9.54%
vs Peers
+7.71%

SMDRX Mutual Fund Performance

SMDRX performance across multiple time periods: 1-month -0.97%, YTD 17.25%, 1-year 26.04%, 3-year 14.39%, 5-year 8.88%, 10-year 10.67%.

SMDRX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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