SMDVX Mutual Fund

NAV$21.44

Returns Overview

1 Month
+4.55%
3 Months
+14.78%
6 Months
+18.19%
YTD
+16.81%
1 Year
+28.63%
3 Years (annualized)
+14.76%
5 Years (annualized)
+9.14%
10 Years (annualized)
+10.77%

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
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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+16.81%
Peer Avg (YTD)
+10.82%
vs Peers
+6.00%

SMDVX Mutual Fund Performance

SMDVX performance across multiple time periods: 1-month 4.55%, YTD 16.81%, 1-year 28.63%, 3-year 14.76%, 5-year 9.14%, 10-year 10.77%.

SMDVX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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