SMBS ETF

$25.59

Returns Overview

1 Month
+1.05%
3 Months
+1.30%
6 Months
+3.91%
YTD
+1.64%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SMBS 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
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📉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

+1.05%

3 Months Performance

+1.30%

6 Months Performance

+3.91%

1 Year Performance

-

Benchmark & Peers

Benchmark
Bloomberg US MBS Float Adjusted Index(NA)
This ETF (YTD)
+1.64%
Peer Avg (YTD)
+1.43%
vs Peers
+0.20%

SMBS ETF Performance

SMBS performance across multiple time periods: 1-month 1.05%, YTD 1.64%.

SMBS returns outperform the peer average of 1.43% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this ETF.

SMBS performance comparison shows side-by-side returns with another fund. SMBS alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.05%N/A
3 Months+1.30%N/A
6 Months+3.91%N/A

All returns shown are total returns, not annualized