SMVTX Mutual Fund

SMVTX Mutual Fund

NAV$13.79
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Returns Overview

1 Month
-6.04%
3 Months
-2.02%
6 Months
+8.96%
YTD
+16.82%
1 Year
+27.98%
3 Years (annualized)
+16.27%
5 Years (annualized)
+9.25%
10 Years (annualized)
+10.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMVTX 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 Midcap Value Index
This Mutual Fund (YTD)
+16.82%
Peer Avg (YTD)
+9.54%
vs Peers
+7.28%

SMVTX Mutual Fund Performance

SMVTX performance across multiple time periods: 1-month -6.04%, YTD 16.82%, 1-year 27.98%, 3-year 16.27%, 5-year 9.25%, 10-year 10.75%.

SMVTX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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