SMEAX Mutual Fund

SMEAX Mutual Fund

NAV$15.84
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Returns Overview

1 Month
-3.14%
3 Months
-12.89%
6 Months
+10.60%
YTD
+7.22%
1 Year
+8.87%
3 Years (annualized)
+14.02%
5 Years (annualized)
+5.86%
10 Years (annualized)
+9.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMEAX 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
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📉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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.22%
Peer Avg (YTD)
+10.34%
vs Peers
-3.13%

SMEAX Mutual Fund Performance

SMEAX performance across multiple time periods: 1-month -3.14%, YTD 7.22%, 1-year 8.87%, 3-year 14.02%, 5-year 5.86%, 10-year 9.39%.

SMEAX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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