SMECX Mutual Fund

SMECX Mutual Fund

NAV$8.65
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Returns Overview

1 Month
-8.70%
3 Months
+1.59%
6 Months
+9.45%
YTD
+14.21%
1 Year
+18.71%
3 Years (annualized)
+13.30%
5 Years (annualized)
+5.71%
10 Years (annualized)
+9.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMECX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.21%
Peer Avg (YTD)
+15.31%
vs Peers
-1.10%

SMECX Mutual Fund Performance

SMECX performance across multiple time periods: 1-month -8.70%, YTD 14.21%, 1-year 18.71%, 3-year 13.30%, 5-year 5.71%, 10-year 9.43%.

SMECX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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