SMVIX Mutual Fund

SMVIX Mutual Fund

NAV$26.21
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Returns Overview

1 Month
+4.60%
3 Months
-0.48%
6 Months
+6.25%
YTD
+18.59%
1 Year
+26.47%
3 Years (annualized)
+20.36%
5 Years (annualized)
+8.84%
10 Years (annualized)
+8.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMVIX 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 2000 Value Index Return
This Mutual Fund (YTD)
+18.59%
Peer Avg (YTD)
+12.21%
vs Peers
+6.38%

SMVIX Mutual Fund Performance

SMVIX performance across multiple time periods: 1-month 4.60%, YTD 18.59%, 1-year 26.47%, 3-year 20.36%, 5-year 8.84%, 10-year 8.99%.

SMVIX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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