SMVFX Mutual Fund

SMVFX Mutual Fund

NAV$12.55
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Returns Overview

1 Month
-6.03%
3 Months
-2.13%
6 Months
+8.60%
YTD
+16.35%
1 Year
+27.04%
3 Years (annualized)
+15.40%
5 Years (annualized)
+8.42%
10 Years (annualized)
+9.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMVFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value Index
This Mutual Fund (YTD)
+16.35%
Peer Avg (YTD)
+9.54%
vs Peers
+6.81%

SMVFX Mutual Fund Performance

SMVFX performance across multiple time periods: 1-month -6.03%, YTD 16.35%, 1-year 27.04%, 3-year 15.40%, 5-year 8.42%, 10-year 9.92%.

SMVFX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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