SMLKX Mutual Fund

SMLKX Mutual Fund

NAV$23.50
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Returns Overview

1 Month
-2.11%
3 Months
+6.27%
6 Months
+14.61%
YTD
+20.92%
1 Year
+31.97%
3 Years (annualized)
+11.95%
5 Years (annualized)
+6.46%
10 Years (annualized)
+9.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMLKX 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 Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+20.92%
Peer Avg (YTD)
+15.31%
vs Peers
+5.61%

SMLKX Mutual Fund Performance

SMLKX performance across multiple time periods: 1-month -2.11%, YTD 20.92%, 1-year 31.97%, 3-year 11.95%, 5-year 6.46%, 10-year 9.55%.

SMLKX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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