SMVLX Mutual Fund

SMVLX Mutual Fund

NAV$100.65
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Returns Overview

1 Month
+4.17%
3 Months
+6.16%
6 Months
+16.37%
YTD
+21.31%
1 Year
+30.72%
3 Years (annualized)
+12.70%
5 Years (annualized)
+10.66%
10 Years (annualized)
+13.16%

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)
+21.31%
Peer Avg (YTD)
+11.41%
vs Peers
+9.90%

SMVLX Mutual Fund Performance

SMVLX performance across multiple time periods: 1-month 4.17%, YTD 21.31%, 1-year 30.72%, 3-year 12.70%, 5-year 10.66%, 10-year 13.16%.

SMVLX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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