SMGEX Mutual Fund

SMGEX Mutual Fund

NAV$44.31
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Returns Overview

1 Month
-0.16%
3 Months
+3.16%
6 Months
+18.80%
YTD
+11.91%
1 Year
+15.03%
3 Years (annualized)
+18.89%
5 Years (annualized)
+12.43%
10 Years (annualized)
+14.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMGEX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.91%
Peer Avg (YTD)
+9.98%
vs Peers
+1.93%

SMGEX Mutual Fund Performance

SMGEX performance across multiple time periods: 1-month -0.16%, YTD 11.91%, 1-year 15.03%, 3-year 18.89%, 5-year 12.43%, 10-year 14.60%.

SMGEX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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