SMISX Mutual Fund

SMISX Mutual Fund

NAV$31.02
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Returns Overview

1 Month
-6.76%
3 Months
-0.56%
6 Months
+3.28%
YTD
+2.11%
1 Year
+5.54%
3 Years (annualized)
+16.77%
5 Years (annualized)
+6.96%
10 Years (annualized)
+14.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMISX 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 Index(SPX)
This Mutual Fund (YTD)
+2.11%
Peer Avg (YTD)
+6.23%
vs Peers
-4.12%

SMISX Mutual Fund Performance

SMISX performance across multiple time periods: 1-month -6.76%, YTD 2.11%, 1-year 5.54%, 3-year 16.77%, 5-year 6.96%, 10-year 14.64%.

SMISX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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