SMVIX Mutual Fund

SMVIX Mutual Fund

NAV$26.50
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Returns Overview

1 Month
-4.61%
3 Months
-3.46%
6 Months
+11.62%
YTD
+13.38%
1 Year
+18.92%
3 Years (annualized)
+15.88%
5 Years (annualized)
+8.56%
10 Years (annualized)
+8.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMVIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index Return
This Mutual Fund (YTD)
+13.38%
Peer Avg (YTD)
+10.34%
vs Peers
+3.04%

SMVIX Mutual Fund Performance

SMVIX performance across multiple time periods: 1-month -4.61%, YTD 13.38%, 1-year 18.92%, 3-year 15.88%, 5-year 8.56%, 10-year 8.42%.

SMVIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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