SMDSX Mutual Fund

SMDSX Mutual Fund

NAV$10.09
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Returns Overview

1 Month
+0.35%
3 Months
+0.56%
6 Months
+0.51%
YTD
+1.34%
1 Year
+2.79%
3 Years (annualized)
+4.88%
5 Years (annualized)
+2.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMDSX 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 US Government/Credit Index(^BBGUSGCI)
This Mutual Fund (YTD)
+1.34%
Peer Avg (YTD)
+2.15%
vs Peers
-0.82%

SMDSX Mutual Fund Performance

SMDSX performance across multiple time periods: 1-month 0.35%, YTD 1.34%, 1-year 2.79%, 3-year 4.88%, 5-year 2.65%.

SMDSX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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