Performance analysis of SMDX (INTECH S&P SMALL-MID CAP DIVERSIFIED ALPHA ETF)
Annual Return
Since Feb 28, 2025, SMDX has had an average annual return of +23.05%, outperforming the benchmark SPY, which returned +22.23% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.72% | +14.21% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.31% | +3.59% | -4.72% | +8.99% | +1.10% | +0.24% | +13.72% | ||||||
| 2025 | +0% | -3.80% | -1.85% | +6.57% | +4.01% | +1.57% | +4.67% | +1.03% | -1.50% | +3.19% | -0.03% | +14.21% |
Drawdown analysis of SMDX (INTECH S&P SMALL-MID CAP DIVERSIFIED ALPHA ETF)
The maximum drawdown for the SMDX was -14.52%, occurring on Apr 7, 2025. Recovery took 24 trading sessions.
The current SMDX drawdown is -0.56%.
Since Feb 28, 2025 SMDX has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -14.52% | Feb 28, 2025 | 26 | Apr 7, 2025 | 24 | May 12, 2025 | 50 |
| -8.65% | Feb 6, 2026 | 35 | Mar 30, 2026 | 10 | Apr 14, 2026 | 45 |
| -6.74% | Oct 27, 2025 | 18 | Nov 20, 2025 | 5 | Nov 28, 2025 | 23 |
| -5.15% | Sep 11, 2025 | 21 | Oct 10, 2025 | 10 | Oct 24, 2025 | 31 |
| -4.44% | May 6, 2026 | 9 | May 19, 2026 | Ongoing | Ongoing | Ongoing |
| -3.79% | Jul 25, 2025 | 5 | Aug 1, 2025 | 7 | Aug 12, 2025 | 12 |
| -3.74% | May 16, 2025 | 5 | May 23, 2025 | 19 | Jun 23, 2025 | 24 |
| -3.16% | Jul 10, 2025 | 3 | Jul 15, 2025 | 8 | Jul 25, 2025 | 11 |
| -2.52% | Dec 11, 2025 | 13 | Dec 31, 2025 | 3 | Jan 6, 2026 | 16 |
| -2.21% | Apr 20, 2026 | 7 | Apr 29, 2026 | 5 | May 6, 2026 | 12 |
| -1.76% | Aug 13, 2025 | 2 | Aug 15, 2025 | 5 | Aug 22, 2025 | 7 |
| -1.69% | Jan 15, 2026 | 2 | Jan 20, 2026 | 1 | Jan 21, 2026 | 3 |
| -1.55% | Jan 21, 2026 | 7 | Jan 30, 2026 | 3 | Feb 4, 2026 | 10 |
| -1.08% | Aug 27, 2025 | 4 | Sep 3, 2025 | 1 | Sep 4, 2025 | 5 |
| -1.03% | Jun 27, 2025 | 1 | Jun 30, 2025 | 2 | Jul 2, 2025 | 3 |
| -0.98% | Jul 3, 2025 | 1 | Jul 7, 2025 | 3 | Jul 10, 2025 | 4 |
| -0.77% | Jun 24, 2025 | 1 | Jun 25, 2025 | 1 | Jun 26, 2025 | 2 |
| -0.77% | Jan 6, 2026 | 1 | Jan 7, 2026 | 2 | Jan 9, 2026 | 3 |
| -0.75% | Sep 8, 2025 | 2 | Sep 10, 2025 | 1 | Sep 11, 2025 | 3 |
| -0.56% | Feb 4, 2026 | 1 | Feb 5, 2026 | 1 | Feb 6, 2026 | 2 |
| -0.53% | Aug 22, 2025 | 1 | Aug 25, 2025 | 2 | Aug 27, 2025 | 3 |
| -0.48% | Nov 28, 2025 | 2 | Dec 2, 2025 | 1 | Dec 3, 2025 | 3 |
| -0.43% | Dec 5, 2025 | 1 | Dec 8, 2025 | 2 | Dec 10, 2025 | 3 |
| -0.38% | Apr 14, 2026 | 1 | Apr 15, 2026 | 2 | Apr 17, 2026 | 3 |
| -0.34% | May 13, 2025 | 1 | May 14, 2025 | 1 | May 15, 2025 | 2 |