SMIDX Mutual Fund

NAV$14.54

Returns Overview

1 Month
-2.68%
3 Months
+7.17%
6 Months
+8.61%
YTD
+8.13%
1 Year
+22.67%
3 Years (annualized)
+14.49%
5 Years (annualized)
+6.65%
10 Years (annualized)
+6.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMIDX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+8.13%
Peer Avg (YTD)
+5.87%
vs Peers
+2.26%

SMIDX Mutual Fund Performance

SMIDX performance across multiple time periods: 1-month -2.68%, YTD 8.13%, 1-year 22.67%, 3-year 14.49%, 5-year 6.65%, 10-year 6.07%.

SMIDX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

SMIDX performance comparison shows side-by-side returns with another fund. SMIDX alternatives are available in the Mutual Fund Screener.