SMDRX Mutual Fund

SMDRX Mutual Fund

NAV$22.76
See how much of SMDRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.88%
3 Months
-2.97%
6 Months
+11.44%
YTD
+13.52%
1 Year
+21.25%
3 Years (annualized)
+15.28%
5 Years (annualized)
+8.75%
10 Years (annualized)
+10.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMDRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+13.52%
Peer Avg (YTD)
+6.72%
vs Peers
+6.80%

SMDRX Mutual Fund Performance

SMDRX performance across multiple time periods: 1-month -2.88%, YTD 13.52%, 1-year 21.25%, 3-year 15.28%, 5-year 8.75%, 10-year 10.80%.

SMDRX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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