SMEIX Mutual Fund

NAV$21.27

Returns Overview

1 Month
+8.28%
3 Months
+27.08%
6 Months
+25.81%
YTD
+23.34%
1 Year
+31.43%
3 Years (annualized)
+19.26%
5 Years (annualized)
+8.71%
10 Years (annualized)
+12.07%

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
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)
+23.34%
Peer Avg (YTD)
+18.52%
vs Peers
+4.81%

SMEIX Mutual Fund Performance

SMEIX performance across multiple time periods: 1-month 8.28%, YTD 23.34%, 1-year 31.43%, 3-year 19.26%, 5-year 8.71%, 10-year 12.07%.

SMEIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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