SMDIX Mutual Fund

SMDIX Mutual Fund

NAV$22.68
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Returns Overview

1 Month
-2.89%
3 Months
-2.98%
6 Months
+11.43%
YTD
+13.45%
1 Year
+21.18%
3 Years (annualized)
+15.16%
5 Years (annualized)
+8.65%
10 Years (annualized)
+10.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMDIX 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

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+13.45%
Peer Avg (YTD)
+6.72%
vs Peers
+6.73%

SMDIX Mutual Fund Performance

SMDIX performance across multiple time periods: 1-month -2.89%, YTD 13.45%, 1-year 21.18%, 3-year 15.16%, 5-year 8.65%, 10-year 10.70%.

SMDIX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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