SMITX Mutual Fund

SMITX Mutual Fund

NAV$30.29
See how much of SMITX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.76%
3 Months
-0.57%
6 Months
+3.29%
YTD
+2.13%
1 Year
+5.54%
3 Years (annualized)
+16.78%
5 Years (annualized)
+6.93%
10 Years (annualized)
+14.61%

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
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 Index(SPX)
This Mutual Fund (YTD)
+2.13%
Peer Avg (YTD)
+6.23%
vs Peers
-4.11%

SMITX Mutual Fund Performance

SMITX performance across multiple time periods: 1-month -6.76%, YTD 2.13%, 1-year 5.54%, 3-year 16.78%, 5-year 6.93%, 10-year 14.61%.

SMITX 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.

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