SMITX Mutual Fund

SMITX Mutual Fund

NAV$32.33
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Returns Overview

1 Month
+1.48%
3 Months
-3.39%
6 Months
+8.78%
YTD
+3.63%
1 Year
+6.08%
3 Years (annualized)
+18.00%
5 Years (annualized)
+6.55%
10 Years (annualized)
+14.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMITX 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)
+3.63%
Peer Avg (YTD)
+8.51%
vs Peers
-4.88%

SMITX Mutual Fund Performance

SMITX performance across multiple time periods: 1-month 1.48%, YTD 3.63%, 1-year 6.08%, 3-year 18.00%, 5-year 6.55%, 10-year 14.81%.

SMITX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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