SMSDX Mutual Fund

SMSDX Mutual Fund

NAV$13.07
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Returns Overview

1 Month
+0.67%
3 Months
+1.30%
6 Months
+2.78%
YTD
+4.61%
1 Year
+9.63%
3 Years (annualized)
+7.61%
5 Years (annualized)
+3.23%
10 Years (annualized)
+3.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMSDX 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)
+4.61%
Peer Avg (YTD)
+3.39%
vs Peers
+1.22%

SMSDX Mutual Fund Performance

SMSDX performance across multiple time periods: 1-month 0.67%, YTD 4.61%, 1-year 9.63%, 3-year 7.61%, 5-year 3.23%, 10-year 3.97%.

SMSDX returns outperform the peer average of 3.39% YTD. With an expense ratio of 2.04%, investors should weigh costs against performance when evaluating this mutual fund.

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