SMGEX Mutual Fund

NAV$43.92

Returns Overview

1 Month
-0.90%
3 Months
+15.16%
6 Months
+8.71%
YTD
+8.48%
1 Year
+20.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMGEX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.48%
Peer Avg (YTD)
+9.51%
vs Peers
-1.03%

SMGEX Mutual Fund Performance

SMGEX performance across multiple time periods: 1-month -0.90%, YTD 8.48%, 1-year 20.07%.

SMGEX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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