SMINX Mutual Fund

SMINX Mutual Fund

NAV$15.04
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Returns Overview

1 Month
+4.78%
3 Months
+3.25%
6 Months
+6.19%
YTD
+10.27%
1 Year
+20.76%
3 Years (annualized)
+15.94%
5 Years (annualized)
+8.78%

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
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📉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
MSCI EAFE Minimum Volatility (USD) Index(^MSCIEAFEMNVI)
This Mutual Fund (YTD)
+10.27%
Peer Avg (YTD)
+11.12%
vs Peers
-0.85%

SMINX Mutual Fund Performance

SMINX performance across multiple time periods: 1-month 4.78%, YTD 10.27%, 1-year 20.76%, 3-year 15.94%, 5-year 8.78%.

SMINX returns trail the peer average of 11.12% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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