SMVZX Mutual Fund

SMVZX Mutual Fund

NAV$13.72
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Returns Overview

1 Month
-5.95%
3 Months
-1.94%
6 Months
+9.10%
YTD
+16.94%
1 Year
+28.26%
3 Years (annualized)
+16.53%
5 Years (annualized)
+9.48%
10 Years (annualized)
+11.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMVZX 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
Russell Midcap Value Index
This Mutual Fund (YTD)
+16.94%
Peer Avg (YTD)
+9.54%
vs Peers
+7.40%

SMVZX Mutual Fund Performance

SMVZX performance across multiple time periods: 1-month -5.95%, YTD 16.94%, 1-year 28.26%, 3-year 16.53%, 5-year 9.48%, 10-year 11.01%.

SMVZX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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