SMVLX Mutual Fund

SMVLX Mutual Fund

NAV$99.40
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Returns Overview

1 Month
+2.97%
3 Months
+7.37%
6 Months
+16.45%
YTD
+14.96%
1 Year
+29.32%
3 Years (annualized)
+13.21%
5 Years (annualized)
+9.62%
10 Years (annualized)
+13.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMVLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.96%
Peer Avg (YTD)
+9.49%
vs Peers
+5.47%

SMVLX Mutual Fund Performance

SMVLX performance across multiple time periods: 1-month 2.97%, YTD 14.96%, 1-year 29.32%, 3-year 13.21%, 5-year 9.62%, 10-year 13.05%.

SMVLX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

SMVLX performance comparison shows side-by-side returns with another fund. SMVLX alternatives are available in the Mutual Fund Screener.