SMDLX Mutual Fund

NAV$25.03

Returns Overview

1 Month
+0.47%
3 Months
+7.43%
6 Months
+8.45%
YTD
+7.48%
1 Year
+14.58%
3 Years (annualized)
+13.62%
5 Years (annualized)
+8.93%
10 Years (annualized)
+7.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMDLX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+7.48%
Peer Avg (YTD)
+9.49%
vs Peers
-2.01%

SMDLX Mutual Fund Performance

SMDLX performance across multiple time periods: 1-month 0.47%, YTD 7.48%, 1-year 14.58%, 3-year 13.62%, 5-year 8.93%, 10-year 7.61%.

SMDLX returns trail the peer average of 9.49% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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