SMDNX Mutual Fund

NAV$12.81

Returns Overview

1 Month
+4.49%
3 Months
+12.38%
6 Months
+12.87%
YTD
+11.50%
1 Year
+21.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMDNX 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

This Mutual Fund (YTD)
+11.50%
Peer Avg (YTD)
+10.82%
vs Peers
+0.68%

SMDNX Mutual Fund Performance

SMDNX performance across multiple time periods: 1-month 4.49%, YTD 11.50%, 1-year 21.27%.

SMDNX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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