SMSVX Mutual Fund

SMSVX Mutual Fund

NAV$7.41
See how much of SMSVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.08%
3 Months
+0.25%
6 Months
+0.24%
YTD
+1.45%
1 Year
+8.83%
3 Years (annualized)
+8.88%
5 Years (annualized)
+3.21%
10 Years (annualized)
+3.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMSVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JP Morgan Emerging Markets Blended Index (JEMB) - Equal Weighted
This Mutual Fund (YTD)
+1.45%
Peer Avg (YTD)
+2.32%
vs Peers
-0.88%

SMSVX Mutual Fund Performance

SMSVX performance across multiple time periods: 1-month -1.08%, YTD 1.45%, 1-year 8.83%, 3-year 8.88%, 5-year 3.21%, 10-year 3.12%.

SMSVX returns trail the peer average of 2.32% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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