SMLKX Mutual Fund

SMLKX Mutual Fund

NAV$22.77
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Returns Overview

1 Month
-5.54%
3 Months
-8.27%
6 Months
+9.86%
YTD
+12.25%
1 Year
+14.83%
3 Years (annualized)
+13.18%
5 Years (annualized)
+4.24%
10 Years (annualized)
+8.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMLKX 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 Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+12.25%
Peer Avg (YTD)
+10.34%
vs Peers
+1.90%

SMLKX Mutual Fund Performance

SMLKX performance across multiple time periods: 1-month -5.54%, YTD 12.25%, 1-year 14.83%, 3-year 13.18%, 5-year 4.24%, 10-year 8.52%.

SMLKX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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