SMISX Mutual Fund

SMISX Mutual Fund

NAV$31.74
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Returns Overview

1 Month
+3.09%
3 Months
-2.46%
6 Months
+18.23%
YTD
+6.82%
1 Year
+3.80%
3 Years (annualized)
+17.99%
5 Years (annualized)
+4.61%
10 Years (annualized)
+14.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMISX 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)
+6.82%
Peer Avg (YTD)
+8.68%
vs Peers
-1.86%

SMISX Mutual Fund Performance

SMISX performance across multiple time periods: 1-month 3.09%, YTD 6.82%, 1-year 3.80%, 3-year 17.99%, 5-year 4.61%, 10-year 14.64%.

SMISX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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