SMU ETF

$10.35

Returns Overview

1 Month
+6.79%
3 Months
-46.78%
6 Months
-69.21%
YTD
+6.79%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SMU 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

+6.79%

3 Months Performance

-46.78%

6 Months Performance

-69.21%

1 Year Performance

-

Benchmark & Peers

Benchmark
NA(NA)
This ETF (YTD)
+6.79%
Peer Avg (YTD)
-1.20%
vs Peers
+7.99%

SMU ETF Performance

SMU performance across multiple time periods: 1-month 6.79%, YTD 6.79%.

SMU returns outperform the peer average of -1.20% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+6.79%N/A
3 Months-46.78%N/A
6 Months-69.21%N/A

All returns shown are total returns, not annualized