SMKDX Mutual Fund

SMKDX Mutual Fund

NAV$14.97
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Returns Overview

1 Month
+0.21%
3 Months
+2.43%
6 Months
+5.77%
YTD
+8.15%
1 Year
+16.80%
3 Years (annualized)
+12.11%
5 Years (annualized)
+5.47%
10 Years (annualized)
+6.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMKDX 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 Total Return
This Mutual Fund (YTD)
+8.15%
Peer Avg (YTD)
+5.54%
vs Peers
+2.62%

SMKDX Mutual Fund Performance

SMKDX performance across multiple time periods: 1-month 0.21%, YTD 8.15%, 1-year 16.80%, 3-year 12.11%, 5-year 5.47%, 10-year 6.58%.

SMKDX returns outperform the peer average of 5.54% YTD. With an expense ratio of 2.09%, investors should weigh costs against performance when evaluating this mutual fund.

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