SMVFX Mutual Fund

NAV$12.77

Returns Overview

1 Month
+3.60%
3 Months
+13.65%
6 Months
+23.81%
YTD
+21.08%
1 Year
+58.38%
3 Years (annualized)
+23.53%
5 Years (annualized)
+12.32%
10 Years (annualized)
+12.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMVFX 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
Russell Midcap Value Index
This Mutual Fund (YTD)
+21.08%
Peer Avg (YTD)
+10.82%
vs Peers
+10.26%

SMVFX Mutual Fund Performance

SMVFX performance across multiple time periods: 1-month 3.60%, YTD 21.08%, 1-year 58.38%, 3-year 23.53%, 5-year 12.32%, 10-year 12.25%.

SMVFX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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