SMVTX Mutual Fund

NAV$14.03

Returns Overview

1 Month
+3.70%
3 Months
+13.85%
6 Months
+24.32%
YTD
+21.60%
1 Year
+58.28%
3 Years (annualized)
+24.15%
5 Years (annualized)
+12.99%
10 Years (annualized)
+13.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMVTX 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)
+21.60%
Peer Avg (YTD)
+10.82%
vs Peers
+10.79%

SMVTX Mutual Fund Performance

SMVTX performance across multiple time periods: 1-month 3.70%, YTD 21.60%, 1-year 58.28%, 3-year 24.15%, 5-year 12.99%, 10-year 13.12%.

SMVTX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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