SMEIX Mutual Fund

SMEIX Mutual Fund

NAV$19.83
See how much of SMEIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.10%
3 Months
-12.82%
6 Months
+10.79%
YTD
+7.52%
1 Year
+9.26%
3 Years (annualized)
+14.45%
5 Years (annualized)
+6.24%
10 Years (annualized)
+10.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMEIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.52%
Peer Avg (YTD)
+10.34%
vs Peers
-2.82%

SMEIX Mutual Fund Performance

SMEIX performance across multiple time periods: 1-month -3.10%, YTD 7.52%, 1-year 9.26%, 3-year 14.45%, 5-year 6.24%, 10-year 10.34%.

SMEIX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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