SMSDX Mutual Fund

NAV$12.95

Returns Overview

1 Month
-0.39%
3 Months
+3.16%
6 Months
+3.99%
YTD
+3.91%
1 Year
+8.64%
3 Years (annualized)
+7.75%
5 Years (annualized)
+0.85%
10 Years (annualized)
+2.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMSDX 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)
+3.91%
Peer Avg (YTD)
+4.14%
vs Peers
-0.23%

SMSDX Mutual Fund Performance

SMSDX performance across multiple time periods: 1-month -0.39%, YTD 3.91%, 1-year 8.64%, 3-year 7.75%, 5-year 0.85%, 10-year 2.65%.

SMSDX returns trail the peer average of 4.14% YTD. With an expense ratio of 2.04%, investors should weigh costs against performance when evaluating this mutual fund.

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