SMILX Mutual Fund

SMILX Mutual Fund

NAV$11.24
See how much of SMILX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.73%
3 Months
-1.98%
6 Months
-4.21%
YTD
+4.78%
1 Year
+6.13%
3 Years (annualized)
+13.81%
5 Years (annualized)
+1.41%
10 Years (annualized)
+4.08%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+4.78%
Peer Avg (YTD)
+5.30%
vs Peers
-0.52%

SMILX Mutual Fund Performance

SMILX performance across multiple time periods: 1-month -1.73%, YTD 4.78%, 1-year 6.13%, 3-year 13.81%, 5-year 1.41%, 10-year 4.08%.

SMILX returns trail the peer average of 5.30% 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.