SMECX Mutual Fund

SMECX Mutual Fund

NAV$8.54
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Returns Overview

1 Month
-3.19%
3 Months
-13.10%
6 Months
+10.12%
YTD
+6.66%
1 Year
+7.97%
3 Years (annualized)
+13.07%
5 Years (annualized)
+5.00%
10 Years (annualized)
+8.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMECX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.66%
Peer Avg (YTD)
+10.34%
vs Peers
-3.68%

SMECX Mutual Fund Performance

SMECX performance across multiple time periods: 1-month -3.19%, YTD 6.66%, 1-year 7.97%, 3-year 13.07%, 5-year 5.00%, 10-year 8.34%.

SMECX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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