SMVSX Mutual Fund

NAV$36.74

Returns Overview

1 Month
+6.82%
3 Months
+22.78%
6 Months
+34.95%
YTD
+32.21%
1 Year
+58.78%
3 Years (annualized)
+29.97%
5 Years (annualized)
+20.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMVSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+32.21%
Peer Avg (YTD)
+18.52%
vs Peers
+13.68%

SMVSX Mutual Fund Performance

SMVSX performance across multiple time periods: 1-month 6.82%, YTD 32.21%, 1-year 58.78%, 3-year 29.97%, 5-year 20.64%.

SMVSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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