SMSVX Mutual Fund

SMSVX Mutual Fund

NAV$7.11
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Returns Overview

1 Month
-2.92%
3 Months
-3.32%
6 Months
+0.82%
YTD
-0.85%
1 Year
+2.27%
3 Years (annualized)
+9.98%
5 Years (annualized)
+3.14%
10 Years (annualized)
+3.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMSVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JP Morgan Emerging Markets Blended Index (JEMB) - Equal Weighted
This Mutual Fund (YTD)
-0.85%
Peer Avg (YTD)
+0.32%
vs Peers
-1.16%

SMSVX Mutual Fund Performance

SMSVX performance across multiple time periods: 1-month -2.92%, YTD -0.85%, 1-year 2.27%, 3-year 9.98%, 5-year 3.14%, 10-year 3.06%.

SMSVX returns trail the peer average of 0.32% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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