SMICX Mutual Fund

SMICX Mutual Fund

NAV$11.20
See how much of SMICX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.83%
3 Months
-4.18%
6 Months
+4.56%
YTD
+1.81%
1 Year
+3.70%
3 Years (annualized)
+10.95%
5 Years (annualized)
+6.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMICX 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
Morningstar US Fund Allocation
This Mutual Fund (YTD)
+1.81%
Peer Avg (YTD)
+4.96%
vs Peers
-3.15%

SMICX Mutual Fund Performance

SMICX performance across multiple time periods: 1-month -1.83%, YTD 1.81%, 1-year 3.70%, 3-year 10.95%, 5-year 6.01%.

SMICX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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