SMIFX Mutual Fund

SMIFX Mutual Fund

NAV$10.45
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Returns Overview

1 Month
-0.84%
3 Months
-0.66%
6 Months
-3.46%
YTD
+9.27%
1 Year
+8.99%
3 Years (annualized)
+12.92%
5 Years (annualized)
-3.31%
10 Years (annualized)
+4.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMIFX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.27%
Peer Avg (YTD)
+6.22%
vs Peers
+3.05%

SMIFX Mutual Fund Performance

SMIFX performance across multiple time periods: 1-month -0.84%, YTD 9.27%, 1-year 8.99%, 3-year 12.92%, 5-year -3.31%, 10-year 4.55%.

SMIFX returns outperform the peer average of 6.22% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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