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Smead Funds Mutual Funds List

Here you can find all mutual funds issued by Smead Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds
1
Avg. Expense Ratio
1.26%
Avg. 1 Year Return
29.77%
Avg. 5 Year Return
9.25%
Median Risk/Return Score
65 / 100
Smead Funds Mutual Funds List

1 result

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Smead Value FundLarge Cap Value EquitiesJan 2, 20081.26%
12.94%
12.06%
1.48%
65

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Explore top Smead Funds Mutual Fund Categories and Asset Classes


Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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Best Smead Funds Mutual funds by Risk/Return Score


SymbolNameRisk / Return RankAUMInception
Smead Value Fund
65
Jan 2008

Best-Performing Smead Funds Mutual funds Over 5 Years


SymbolNameReturn 5YAUMInception
Smead Value Fund
9.25%
Jan 2008

Lowest-Cost Smead Funds Mutual funds


SymbolNameExpense RatioAUMInception
Smead Value Fund1.26%Jan 2008

Highest-Yield Smead Funds Mutual funds


SymbolNameDividend YieldAUMInception
Smead Value Fund1.48%Jan 2008

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