SMERX Mutual Fund

SMERX Mutual Fund

NAV$13.49
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Returns Overview

1 Month
-3.10%
3 Months
-12.91%
6 Months
+10.45%
YTD
+7.02%
1 Year
+19.33%
3 Years (annualized)
+20.79%
5 Years (annualized)
+13.92%
10 Years (annualized)
+18.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMERX 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)
+7.02%
Peer Avg (YTD)
+10.34%
vs Peers
-3.32%

SMERX Mutual Fund Performance

SMERX performance across multiple time periods: 1-month -3.10%, YTD 7.02%, 1-year 19.33%, 3-year 20.79%, 5-year 13.92%, 10-year 18.80%.

SMERX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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