SMSVX Mutual Fund

NAV$7.41

Returns Overview

1 Month
+0.67%
3 Months
+4.28%
6 Months
+2.69%
YTD
+2.55%
1 Year
+10.48%
3 Years (annualized)
+10.01%
5 Years (annualized)
+3.39%
10 Years (annualized)
+3.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMSVX 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
JP Morgan Emerging Markets Blended Index (JEMB) - Equal Weighted
This Mutual Fund (YTD)
+2.55%
Peer Avg (YTD)
+3.07%
vs Peers
-0.52%

SMSVX Mutual Fund Performance

SMSVX performance across multiple time periods: 1-month 0.67%, YTD 2.55%, 1-year 10.48%, 3-year 10.01%, 5-year 3.39%, 10-year 3.41%.

SMSVX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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