SMERX Mutual Fund

SMERX Mutual Fund

NAV$13.23
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Returns Overview

1 Month
-0.07%
3 Months
-4.76%
6 Months
-3.11%
YTD
+6.94%
1 Year
+17.87%
3 Years (annualized)
+24.06%
5 Years (annualized)
+13.07%
10 Years (annualized)
+18.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMERX 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)
+6.94%
Peer Avg (YTD)
+12.21%
vs Peers
-5.27%

SMERX Mutual Fund Performance

SMERX performance across multiple time periods: 1-month -0.07%, YTD 6.94%, 1-year 17.87%, 3-year 24.06%, 5-year 13.07%, 10-year 18.99%.

SMERX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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