SMSIX Mutual Fund

SMSIX Mutual Fund

NAV$13.28
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Returns Overview

1 Month
+1.35%
3 Months
+1.27%
6 Months
+0.90%
YTD
+6.22%
1 Year
+9.44%
3 Years (annualized)
+5.82%
5 Years (annualized)
-0.61%
10 Years (annualized)
+1.19%

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)
+6.22%
Peer Avg (YTD)
+3.78%
vs Peers
+2.44%

SMSIX Mutual Fund Performance

SMSIX performance across multiple time periods: 1-month 1.35%, YTD 6.22%, 1-year 9.44%, 3-year 5.82%, 5-year -0.61%, 10-year 1.19%.

SMSIX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.49%, 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.