SMVZX Mutual Fund

SMVZX Mutual Fund

NAV$14.20
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Returns Overview

1 Month
+3.62%
3 Months
+13.90%
6 Months
+24.35%
YTD
+21.63%
1 Year
+58.44%
3 Years (annualized)
+24.36%
5 Years (annualized)
+13.22%
10 Years (annualized)
+13.33%

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)
+21.63%
Peer Avg (YTD)
+10.82%
vs Peers
+10.82%

SMVZX Mutual Fund Performance

SMVZX performance across multiple time periods: 1-month 3.62%, YTD 21.63%, 1-year 58.44%, 3-year 24.36%, 5-year 13.22%, 10-year 13.33%.

SMVZX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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