SMEAX Mutual Fund

SMEAX Mutual Fund

NAV$17.10
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Returns Overview

1 Month
+8.26%
3 Months
+26.97%
6 Months
+25.56%
YTD
+23.08%
1 Year
+30.94%
3 Years (annualized)
+18.82%
5 Years (annualized)
+8.30%
10 Years (annualized)
+11.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMEAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+23.08%
Peer Avg (YTD)
+18.52%
vs Peers
+4.55%

SMEAX Mutual Fund Performance

SMEAX performance across multiple time periods: 1-month 8.26%, YTD 23.08%, 1-year 30.94%, 3-year 18.82%, 5-year 8.30%, 10-year 11.10%.

SMEAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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