SMEFX Mutual Fund

NAV$21.65

Returns Overview

1 Month
+8.28%
3 Months
+27.11%
6 Months
+25.79%
YTD
+23.37%
1 Year
+31.53%
3 Years (annualized)
+19.36%
5 Years (annualized)
+8.79%
10 Years (annualized)
+12.15%

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

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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)
+23.37%
Peer Avg (YTD)
+18.52%
vs Peers
+4.84%

SMEFX Mutual Fund Performance

SMEFX performance across multiple time periods: 1-month 8.28%, YTD 23.37%, 1-year 31.53%, 3-year 19.36%, 5-year 8.79%, 10-year 12.15%.

SMEFX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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