SMERX Mutual Fund

SMERX Mutual Fund

NAV$13.85
See how much of SMERX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-8.63%
3 Months
+1.73%
6 Months
+9.74%
YTD
+14.56%
1 Year
+19.35%
3 Years (annualized)
+13.85%
5 Years (annualized)
+6.23%
10 Years (annualized)
+9.97%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.56%
Peer Avg (YTD)
+15.31%
vs Peers
-0.75%

SMERX Mutual Fund Performance

SMERX performance across multiple time periods: 1-month -8.63%, YTD 14.56%, 1-year 19.35%, 3-year 13.85%, 5-year 6.23%, 10-year 9.97%.

SMERX returns trail the peer average of 15.31% 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.