SMEFX Mutual Fund

SMEFX Mutual Fund

NAV$19.74
See how much of SMEFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
-4.61%
6 Months
-2.76%
YTD
+9.67%
1 Year
+7.96%
3 Years (annualized)
+17.64%
5 Years (annualized)
+5.53%
10 Years (annualized)
+10.60%

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
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)
+9.67%
Peer Avg (YTD)
+14.00%
vs Peers
-4.33%

SMEFX Mutual Fund Performance

SMEFX performance across multiple time periods: YTD 9.67%, 1-year 7.96%, 3-year 17.64%, 5-year 5.53%, 10-year 10.60%.

SMEFX returns trail the peer average of 14.00% 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.