SMDSX Mutual Fund

SMDSX Mutual Fund

NAV$10.11
See how much of SMDSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.84%
3 Months
-0.53%
6 Months
+0.30%
YTD
+0.49%
1 Year
+1.65%
3 Years (annualized)
+4.88%
5 Years (annualized)
+2.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMDSX 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
Bloomberg US Government/Credit Index(^BBGUSGCI)
This Mutual Fund (YTD)
+0.49%
Peer Avg (YTD)
+0.50%
vs Peers
-0.01%

SMDSX Mutual Fund Performance

SMDSX performance across multiple time periods: 1-month -0.84%, YTD 0.49%, 1-year 1.65%, 3-year 4.88%, 5-year 2.65%.

SMDSX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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