SMEIX Mutual Fund

SMEIX Mutual Fund

NAV$19.93
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Returns Overview

1 Month
-1.55%
3 Months
-2.58%
6 Months
+6.32%
YTD
+13.18%
1 Year
+14.17%
3 Years (annualized)
+14.45%
5 Years (annualized)
+6.24%
10 Years (annualized)
+10.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMEIX 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
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🏦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)
+13.18%
Peer Avg (YTD)
+15.20%
vs Peers
-2.02%

SMEIX Mutual Fund Performance

SMEIX performance across multiple time periods: 1-month -1.55%, YTD 13.18%, 1-year 14.17%, 3-year 14.45%, 5-year 6.24%, 10-year 10.34%.

SMEIX returns trail the peer average of 15.20% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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