SMVSX Mutual Fund

SMVSX Mutual Fund

NAV$34.42
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Returns Overview

1 Month
-5.06%
3 Months
-12.06%
6 Months
+7.97%
YTD
+16.26%
1 Year
+36.86%
3 Years (annualized)
+33.74%
5 Years (annualized)
+30.73%
10 Years (annualized)
+17.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMVSX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+16.26%
Peer Avg (YTD)
+10.34%
vs Peers
+5.92%

SMVSX Mutual Fund Performance

SMVSX performance across multiple time periods: 1-month -5.06%, YTD 16.26%, 1-year 36.86%, 3-year 33.74%, 5-year 30.73%, 10-year 17.27%.

SMVSX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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