SMIFX Mutual Fund

NAV$11.01

Returns Overview

1 Month
-0.45%
3 Months
+9.30%
6 Months
+15.63%
YTD
+15.04%
1 Year
+17.96%
3 Years (annualized)
+12.14%
5 Years (annualized)
+6.17%
10 Years (annualized)
+9.38%

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
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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+15.04%
Peer Avg (YTD)
+6.73%
vs Peers
+8.31%

SMIFX Mutual Fund Performance

SMIFX performance across multiple time periods: 1-month -0.45%, YTD 15.04%, 1-year 17.96%, 3-year 12.14%, 5-year 6.17%, 10-year 9.38%.

SMIFX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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