SMEAX Mutual Fund

SMEAX Mutual Fund

NAV$15.51
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Returns Overview

3 Months
-4.66%
6 Months
-2.90%
YTD
+7.22%
1 Year
+16.78%
3 Years (annualized)
+23.52%
5 Years (annualized)
+12.47%
10 Years (annualized)
+18.50%

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)
+7.22%
Peer Avg (YTD)
+12.21%
vs Peers
-4.99%

SMEAX Mutual Fund Performance

SMEAX performance across multiple time periods: YTD 7.22%, 1-year 16.78%, 3-year 23.52%, 5-year 12.47%, 10-year 18.50%.

SMEAX returns trail the peer average of 12.21% 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.