SMDVX Mutual Fund

SMDVX Mutual Fund

NAV$21.06
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Returns Overview

1 Month
+0.91%
3 Months
+4.41%
6 Months
+9.33%
YTD
+18.02%
1 Year
+25.82%
3 Years (annualized)
+14.49%
5 Years (annualized)
+8.15%
10 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMDVX 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)
+18.02%
Peer Avg (YTD)
+9.89%
vs Peers
+8.13%

SMDVX Mutual Fund Performance

SMDVX performance across multiple time periods: 1-month 0.91%, YTD 18.02%, 1-year 25.82%, 3-year 14.49%, 5-year 8.15%, 10-year 10.29%.

SMDVX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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