SMEFX Mutual Fund

SMEFX Mutual Fund

NAV$20.29
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Returns Overview

1 Month
-1.57%
3 Months
-2.59%
6 Months
+6.37%
YTD
+13.17%
1 Year
+14.26%
3 Years (annualized)
+14.53%
5 Years (annualized)
+6.32%
10 Years (annualized)
+10.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMEFX 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
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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)
+13.17%
Peer Avg (YTD)
+15.20%
vs Peers
-2.03%

SMEFX Mutual Fund Performance

SMEFX performance across multiple time periods: 1-month -1.57%, YTD 13.17%, 1-year 14.26%, 3-year 14.53%, 5-year 6.32%, 10-year 10.42%.

SMEFX returns trail the peer average of 15.20% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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