SMRI ETF

$40.77

Returns Overview

1 Month
+4.89%
3 Months
+15.56%
6 Months
+12.85%
YTD
+13.00%
1 Year
+35.27%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SMRI 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
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📉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

+4.89%

3 Months Performance

+15.56%

6 Months Performance

+12.85%

1 Year Performance

+35.27%

Benchmark & Peers

Benchmark
Solactive GBS United States 1000 Index(^SOLAGBSUS1000I)
This ETF (YTD)
+13.00%
Peer Avg (YTD)
+9.18%
vs Peers
+3.82%

SMRI ETF Performance

SMRI performance across multiple time periods: 1-month 4.89%, YTD 13.00%, 1-year 35.27%.

SMRI returns outperform the peer average of 9.18% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this ETF.

SMRI performance comparison shows side-by-side returns with another fund. SMRI alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+4.89%May 18, 2026 to Jun 18, 2026
3 Months+15.56%Mar 18, 2026 to Jun 18, 2026
6 Months+12.85%Dec 18, 2025 to Jun 18, 2026

All returns shown are total returns, not annualized