SMVFX Mutual Fund

SMVFX Mutual Fund

NAV$12.20
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Returns Overview

1 Month
+0.64%
3 Months
-2.02%
6 Months
+3.04%
YTD
+17.09%
1 Year
+24.94%
3 Years (annualized)
+16.79%
5 Years (annualized)
+8.33%
10 Years (annualized)
+9.34%

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
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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
Russell Midcap Value Index
This Mutual Fund (YTD)
+17.09%
Peer Avg (YTD)
+9.89%
vs Peers
+7.20%

SMVFX Mutual Fund Performance

SMVFX performance across multiple time periods: 1-month 0.64%, YTD 17.09%, 1-year 24.94%, 3-year 16.79%, 5-year 8.33%, 10-year 9.34%.

SMVFX returns outperform the peer average of 9.89% 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.