SMIFX Mutual Fund

SMIFX Mutual Fund

NAV$10.79
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Returns Overview

1 Month
-0.65%
3 Months
-4.21%
6 Months
+4.70%
YTD
+10.20%
1 Year
+8.01%
3 Years (annualized)
+10.55%
5 Years (annualized)
-2.70%
10 Years (annualized)
+4.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMIFX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+10.20%
Peer Avg (YTD)
+6.10%
vs Peers
+4.10%

SMIFX Mutual Fund Performance

SMIFX performance across multiple time periods: 1-month -0.65%, YTD 10.20%, 1-year 8.01%, 3-year 10.55%, 5-year -2.70%, 10-year 4.51%.

SMIFX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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