SMSIX Mutual Fund

NAV$13.43

Returns Overview

1 Month
-0.37%
3 Months
+3.30%
6 Months
+4.35%
YTD
+4.18%
1 Year
+9.29%
3 Years (annualized)
+8.32%
5 Years (annualized)
+3.29%
10 Years (annualized)
+4.24%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index Total Return
This Mutual Fund (YTD)
+4.18%
Peer Avg (YTD)
+4.14%
vs Peers
+0.04%

SMSIX Mutual Fund Performance

SMSIX performance across multiple time periods: 1-month -0.37%, YTD 4.18%, 1-year 9.29%, 3-year 8.32%, 5-year 3.29%, 10-year 4.24%.

SMSIX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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