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Sound Mind Investing (SMIFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.55-0.03 (-0.31%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.57%
5-year average return8.73%
Number of years up13
Number of years down5
Best 1-yr total return (27 Jun 2024)35.52%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return35.52%
Worst 3-yr total return2.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSMIFXCategory
YTD10.05%13.38%
1-month5.72%1.16%
3-month4.20%6.75%
1-year14.36%40.77%
3-year1.93%13.59%
5-year9.53%13.52%
10-year6.93%10.48%
Last bull market19.16%21.11%
Last bear market-8.14%-19.34%

Annual total return (%) history

Year
SMIFXCategory
2024
N/AN/A
2023
5.17%N/A
2022
-8.93%N/A
2021
11.34%N/A
2020
20.76%15.41%
2019
19.29%24.78%
2018
-8.70%-9.27%
2017
17.47%18.41%
2016
7.59%8.45%
2015
-2.83%-1.74%
2014
3.89%5.50%
2013
35.52%26.84%
2012
10.51%15.29%
2011
-7.24%-4.13%
2010
18.75%14.83%
2009
33.33%30.03%
2008
-39.08%-38.64%
2007
15.70%7.48%
2006
14.19%14.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.64%N/AN/AN/A
20230.85%2.87%-4.66%6.33%
2022-2.29%-8.14%-2.06%3.60%
20214.79%4.97%-2.48%3.79%
2020-22.06%16.77%11.51%18.98%
20199.72%2.81%-0.21%5.98%
20182.32%5.12%4.39%-18.69%
20173.12%2.93%6.13%4.28%
2016-1.68%2.31%3.92%2.92%
20152.59%-0.49%-9.08%4.69%
20141.61%2.08%-3.03%3.29%
201310.75%2.57%9.77%8.69%
201210.15%-5.80%4.62%1.80%
20115.32%-0.91%-18.05%8.46%
20106.71%-12.20%13.45%11.71%
2009-8.54%17.62%18.57%4.54%
2008-10.51%5.87%-18.22%-21.37%
20073.35%7.09%4.15%0.37%
20069.90%-3.64%-0.66%8.55%

Rank in category (by total return)

YTD2
1-month4
3-month14
1-year93
3-year77
5-year73

Load adjusted returns

1-year14.36%
3-year1.93%
5-year9.53%
10-year6.93%