SMVLX Mutual Fund

NAV$92.95

Returns Overview

1 Month
-1.04%
3 Months
+3.98%
6 Months
+12.33%
YTD
+11.64%
1 Year
+30.31%
3 Years
+15.05%
5 Years
+9.68%
10 Years
+12.55%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SMVLX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.64%
Peer Avg (YTD)
+7.14%
vs Peers
+4.51%

SMVLX Mutual Fund Performance

SMVLX performance across multiple time periods: 1-month -1.04%, YTD 11.64%, 1-year 30.31%, 3-year 15.05%, 5-year 9.68%, 10-year 12.55%.

SMVLX returns outperform the peer average of 7.14% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

SMVLX performance comparison shows side-by-side returns with another fund. SMVLX alternatives are available in the Mutual Fund Screener.