SMILX Mutual Fund

SMILX Mutual Fund

NAV$11.65
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Returns Overview

1 Month
-1.95%
3 Months
-4.21%
6 Months
+4.23%
YTD
+6.62%
1 Year
+9.12%
3 Years (annualized)
+12.29%
5 Years (annualized)
+2.36%
10 Years (annualized)
+4.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMILX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+6.62%
Peer Avg (YTD)
+4.97%
vs Peers
+1.66%

SMILX Mutual Fund Performance

SMILX performance across multiple time periods: 1-month -1.95%, YTD 6.62%, 1-year 9.12%, 3-year 12.29%, 5-year 2.36%, 10-year 4.19%.

SMILX returns outperform the peer average of 4.97% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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