SMKDX Mutual Fund

NAV$14.96

Returns Overview

1 Month
-0.20%
3 Months
+8.08%
6 Months
+8.39%
YTD
+7.92%
1 Year
+16.97%
3 Years (annualized)
+13.28%
5 Years (annualized)
+5.85%
10 Years (annualized)
+6.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMKDX 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
S&P 500 Index Total Return
This Mutual Fund (YTD)
+7.92%
Peer Avg (YTD)
+5.87%
vs Peers
+2.06%

SMKDX Mutual Fund Performance

SMKDX performance across multiple time periods: 1-month -0.20%, YTD 7.92%, 1-year 16.97%, 3-year 13.28%, 5-year 5.85%, 10-year 6.93%.

SMKDX returns outperform the peer average of 5.87% YTD. With an expense ratio of 2.09%, investors should weigh costs against performance when evaluating this mutual fund.

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