SMSVX Mutual Fund

SMSVX Mutual Fund

NAV$7.02
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Returns Overview

1 Month
-0.43%
3 Months
-2.68%
6 Months
-2.44%
YTD
-1.27%
1 Year
+0.61%
3 Years (annualized)
+10.01%
5 Years (annualized)
+3.07%
10 Years (annualized)
+2.71%

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)
-1.27%
Peer Avg (YTD)
+0.43%
vs Peers
-1.70%

SMSVX Mutual Fund Performance

SMSVX performance across multiple time periods: 1-month -0.43%, YTD -1.27%, 1-year 0.61%, 3-year 10.01%, 5-year 3.07%, 10-year 2.71%.

SMSVX returns trail the peer average of 0.43% 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.