SMDEX Mutual Fund

SMDEX Mutual Fund

NAV$12.18
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Returns Overview

1 Month
-5.14%
3 Months
-6.18%
6 Months
+5.45%
YTD
+4.53%
1 Year
+7.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMDEX 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
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🏦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

This Mutual Fund (YTD)
+4.53%
Peer Avg (YTD)
+6.73%
vs Peers
-2.20%

SMDEX Mutual Fund Performance

SMDEX performance across multiple time periods: 1-month -5.14%, YTD 4.53%, 1-year 7.91%.

SMDEX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

SMDEX vs another fund shows side-by-side returns. SMDEX alternatives are available in the Mutual Fund Screener.