SMLVX Mutual Fund

SMLVX Mutual Fund

NAV$11.76
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Returns Overview

1 Month
+0.60%
3 Months
-0.32%
6 Months
-0.32%
YTD
-0.32%
1 Year
+8.48%
3 Years (annualized)
+2.03%
5 Years (annualized)
+0.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMLVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Small Cap 600 Low Volatility Index(^SP6LVI:SP)
This Mutual Fund (YTD)
-0.32%
Peer Avg (YTD)
+3.64%
vs Peers
-3.95%

SMLVX Mutual Fund Performance

SMLVX performance across multiple time periods: 1-month 0.60%, YTD -0.32%, 1-year 8.48%, 3-year 2.03%, 5-year 0.96%.

SMLVX returns trail the peer average of 3.64% YTD. With an expense ratio of 2.23%, investors should weigh costs against performance when evaluating this mutual fund.

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