SMGEX Mutual Fund

SMGEX Mutual Fund

NAV$42.92
See how much of SMGEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.95%
3 Months
+5.59%
6 Months
+9.15%
YTD
+9.51%
1 Year
+16.95%
3 Years (annualized)
+18.89%
5 Years (annualized)
+12.43%
10 Years (annualized)
+14.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMGEX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.51%
Peer Avg (YTD)
+9.41%
vs Peers
+0.10%

SMGEX Mutual Fund Performance

SMGEX performance across multiple time periods: 1-month 0.95%, YTD 9.51%, 1-year 16.95%, 3-year 18.89%, 5-year 12.43%, 10-year 14.60%.

SMGEX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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