SMOT ETF

SMOT ETF
$38.32
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Returns Overview

1 Month
-7.79%
3 Months
-3.76%
6 Months
+6.33%
YTD
+2.66%
1 Year
+5.06%
3 Years (annualized)
+12.53%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SMOT 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar US Small-Mid Cap Moat Focus Index(MSUMMFGU)
This ETF (YTD)
+2.66%
Peer Avg (YTD)
+6.73%
vs Peers
-4.07%

SMOT ETF Performance

SMOT performance across multiple time periods: 1-month -7.79%, YTD 2.66%, 1-year 5.06%, 3-year 12.53%.

SMOT returns trail the peer average of 6.73% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this ETF.

SMOT vs another fund shows side-by-side returns. SMOT alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-7.79%N/A
3 Months-3.76%N/A
6 Months+6.33%N/A
1 Year+5.06%N/A
3 Years+12.53%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized