SMECX Mutual Fund

SMECX Mutual Fund

NAV$8.37
See how much of SMECX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
-4.82%
6 Months
-3.30%
YTD
+6.66%
1 Year
+6.81%
3 Years (annualized)
+16.40%
5 Years (annualized)
+4.38%
10 Years (annualized)
+9.31%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.66%
Peer Avg (YTD)
+12.21%
vs Peers
-5.55%

SMECX Mutual Fund Performance

SMECX performance across multiple time periods: YTD 6.66%, 1-year 6.81%, 3-year 16.40%, 5-year 4.38%, 10-year 9.31%.

SMECX returns trail the peer average of 12.21% 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.