SMEAX Mutual Fund

SMEAX Mutual Fund

NAV$16.26
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Returns Overview

1 Month
-8.63%
3 Months
+1.85%
6 Months
+9.91%
YTD
+14.72%
1 Year
+19.64%
3 Years (annualized)
+14.14%
5 Years (annualized)
+6.51%
10 Years (annualized)
+10.24%

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)
+14.72%
Peer Avg (YTD)
+15.31%
vs Peers
-0.59%

SMEAX Mutual Fund Performance

SMEAX performance across multiple time periods: 1-month -8.63%, YTD 14.72%, 1-year 19.64%, 3-year 14.14%, 5-year 6.51%, 10-year 10.24%.

SMEAX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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