SMSIX Mutual Fund

SMSIX Mutual Fund

NAV$13.39
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Returns Overview

1 Month
+0.77%
3 Months
+1.46%
6 Months
+3.14%
YTD
+4.99%
1 Year
+10.34%
3 Years (annualized)
+8.10%
5 Years (annualized)
+3.73%
10 Years (annualized)
+4.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMSIX 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)
+4.99%
Peer Avg (YTD)
+3.39%
vs Peers
+1.60%

SMSIX Mutual Fund Performance

SMSIX performance across multiple time periods: 1-month 0.77%, YTD 4.99%, 1-year 10.34%, 3-year 8.10%, 5-year 3.73%, 10-year 4.48%.

SMSIX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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