SMDRX Mutual Fund

NAV$22.45

Returns Overview

1 Month
+0.36%
3 Months
+5.30%
6 Months
+12.59%
YTD
+16.32%
1 Year
+29.39%
3 Years (annualized)
+15.28%
5 Years (annualized)
+9.60%
10 Years (annualized)
+11.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMDRX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+16.32%
Peer Avg (YTD)
+10.82%
vs Peers
+5.51%

SMDRX Mutual Fund Performance

SMDRX performance across multiple time periods: 1-month 0.36%, YTD 16.32%, 1-year 29.39%, 3-year 15.28%, 5-year 9.60%, 10-year 11.20%.

SMDRX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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