SMVIX Mutual Fund

NAV$27.04

Returns Overview

1 Month
+1.85%
3 Months
+7.39%
6 Months
+13.66%
YTD
+18.34%
1 Year
+36.15%
3 Years (annualized)
+16.22%
5 Years (annualized)
+8.33%
10 Years (annualized)
+8.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMVIX 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
Russell 2000 Value Index Return
This Mutual Fund (YTD)
+18.34%
Peer Avg (YTD)
+18.52%
vs Peers
-0.19%

SMVIX Mutual Fund Performance

SMVIX performance across multiple time periods: 1-month 1.85%, YTD 18.34%, 1-year 36.15%, 3-year 16.22%, 5-year 8.33%, 10-year 8.83%.

SMVIX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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