SMDVX Mutual Fund

SMDVX Mutual Fund

NAV$21.42
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Returns Overview

1 Month
-1.04%
3 Months
+4.55%
6 Months
+12.91%
YTD
+16.96%
1 Year
+25.28%
3 Years (annualized)
+13.84%
5 Years (annualized)
+8.42%
10 Years (annualized)
+10.25%

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)
+16.96%
Peer Avg (YTD)
+9.54%
vs Peers
+7.42%

SMDVX Mutual Fund Performance

SMDVX performance across multiple time periods: 1-month -1.04%, YTD 16.96%, 1-year 25.28%, 3-year 13.84%, 5-year 8.42%, 10-year 10.25%.

SMDVX returns outperform the peer average of 9.54% 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.