SMLKX Mutual Fund

NAV$24.65

Returns Overview

1 Month
+7.29%
3 Months
+19.76%
6 Months
+23.53%
YTD
+22.36%
1 Year
+35.98%
3 Years (annualized)
+17.82%
5 Years (annualized)
+6.27%
10 Years (annualized)
+9.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMLKX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+22.36%
Peer Avg (YTD)
+18.52%
vs Peers
+3.84%

SMLKX Mutual Fund Performance

SMLKX performance across multiple time periods: 1-month 7.29%, YTD 22.36%, 1-year 35.98%, 3-year 17.82%, 5-year 6.27%, 10-year 9.28%.

SMLKX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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