SMQFX Mutual Fund

NAV$11.40

Returns Overview

1 Month
-5.08%
3 Months
-0.09%
6 Months
+2.70%
YTD
+12.65%
1 Year
+44.54%
3 Years (annualized)
+25.25%
5 Years (annualized)
+11.14%
10 Years (annualized)
+11.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMQFX 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
MSCI Emerging & Frontier Markets Index(MEFM)
This Mutual Fund (YTD)
+12.65%
Peer Avg (YTD)
+23.08%
vs Peers
-10.43%

SMQFX Mutual Fund Performance

SMQFX performance across multiple time periods: 1-month -5.08%, YTD 12.65%, 1-year 44.54%, 3-year 25.25%, 5-year 11.14%, 10-year 11.45%.

SMQFX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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