SMVIX Mutual Fund

SMVIX Mutual Fund

NAV$27.84
See how much of SMVIX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.46%
3 Months
+6.76%
6 Months
+14.26%
YTD
+19.16%
1 Year
+35.80%
3 Years (annualized)
+14.45%
5 Years (annualized)
+9.01%
10 Years (annualized)
+8.52%

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
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
Russell 2000 Value Index Return
This Mutual Fund (YTD)
+19.16%
Peer Avg (YTD)
+15.31%
vs Peers
+3.85%

SMVIX Mutual Fund Performance

SMVIX performance across multiple time periods: 1-month 1.46%, YTD 19.16%, 1-year 35.80%, 3-year 14.45%, 5-year 9.01%, 10-year 8.52%.

SMVIX returns outperform the peer average of 15.31% 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.