SMILX Mutual Fund

SMILX Mutual Fund

NAV$11.84
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Returns Overview

1 Month
-3.97%
3 Months
-2.27%
6 Months
+1.84%
YTD
+6.90%
1 Year
+17.36%
3 Years (annualized)
+10.75%
5 Years (annualized)
+6.10%
10 Years (annualized)
+7.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMILX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+6.90%
Peer Avg (YTD)
+5.54%
vs Peers
+1.36%

SMILX Mutual Fund Performance

SMILX performance across multiple time periods: 1-month -3.97%, YTD 6.90%, 1-year 17.36%, 3-year 10.75%, 5-year 6.10%, 10-year 7.23%.

SMILX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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