SMECX Mutual Fund

NAV$9.23

Returns Overview

1 Month
+8.19%
3 Months
+26.72%
6 Months
+25.10%
YTD
+22.74%
1 Year
+30.02%
3 Years (annualized)
+17.83%
5 Years (annualized)
+7.44%
10 Years (annualized)
+10.05%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+22.74%
Peer Avg (YTD)
+18.52%
vs Peers
+4.21%

SMECX Mutual Fund Performance

SMECX performance across multiple time periods: 1-month 8.19%, YTD 22.74%, 1-year 30.02%, 3-year 17.83%, 5-year 7.44%, 10-year 10.05%.

SMECX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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