SMKDX Mutual Fund

SMKDX Mutual Fund

NAV$14.79
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Returns Overview

1 Month
+1.76%
3 Months
+1.77%
6 Months
+4.94%
YTD
+10.06%
1 Year
+15.78%
3 Years (annualized)
+13.98%
5 Years (annualized)
+5.89%
10 Years (annualized)
+6.86%

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)
+10.06%
Peer Avg (YTD)
+6.28%
vs Peers
+3.77%

SMKDX Mutual Fund Performance

SMKDX performance across multiple time periods: 1-month 1.76%, YTD 10.06%, 1-year 15.78%, 3-year 13.98%, 5-year 5.89%, 10-year 6.86%.

SMKDX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.99%, 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.