SMINX Mutual Fund

NAV$15.15

Returns Overview

1 Month
-1.11%
3 Months
+0.85%
6 Months
+5.95%
YTD
+5.25%
1 Year
+13.64%
3 Years (annualized)
+15.24%
5 Years (annualized)
+8.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMINX 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 Minimum Volatility (USD) Index(^MSCIEAFEMNVI)
This Mutual Fund (YTD)
+5.25%
Peer Avg (YTD)
+8.71%
vs Peers
-3.47%

SMINX Mutual Fund Performance

SMINX performance across multiple time periods: 1-month -1.11%, YTD 5.25%, 1-year 13.64%, 3-year 15.24%, 5-year 8.02%.

SMINX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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