SMICX Mutual Fund

SMICX Mutual Fund

NAV$11.45
See how much of SMICX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.24%
3 Months
+0.44%
6 Months
+1.89%
YTD
+2.81%
1 Year
+7.66%
3 Years (annualized)
+10.22%
5 Years (annualized)
+6.11%

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)
+2.81%
Peer Avg (YTD)
+5.54%
vs Peers
-2.73%

SMICX Mutual Fund Performance

SMICX performance across multiple time periods: 1-month -3.24%, YTD 2.81%, 1-year 7.66%, 3-year 10.22%, 5-year 6.11%.

SMICX returns trail the peer average of 5.54% 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.