SMILX Mutual Fund

NAV$11.97

Returns Overview

1 Month
-1.63%
3 Months
+8.81%
6 Months
+12.04%
YTD
+11.32%
1 Year
+22.43%
3 Years (annualized)
+13.36%
5 Years (annualized)
+6.90%
10 Years (annualized)
+6.25%

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
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)
+11.32%
Peer Avg (YTD)
+5.87%
vs Peers
+5.45%

SMILX Mutual Fund Performance

SMILX performance across multiple time periods: 1-month -1.63%, YTD 11.32%, 1-year 22.43%, 3-year 13.36%, 5-year 6.90%, 10-year 6.25%.

SMILX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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