SMEIX Mutual Fund

SMEIX Mutual Fund

NAV$20.83
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Returns Overview

1 Month
-8.62%
3 Months
+1.92%
6 Months
+10.06%
YTD
+14.96%
1 Year
+20.03%
3 Years (annualized)
+14.38%
5 Years (annualized)
+6.81%
10 Years (annualized)
+10.62%

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)
+14.96%
Peer Avg (YTD)
+15.31%
vs Peers
-0.35%

SMEIX Mutual Fund Performance

SMEIX performance across multiple time periods: 1-month -8.62%, YTD 14.96%, 1-year 20.03%, 3-year 14.38%, 5-year 6.81%, 10-year 10.62%.

SMEIX returns trail the peer average of 15.31% 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.