SIMYX Mutual Fund

SIMYX Mutual Fund

NAV$14.60
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Returns Overview

1 Month
-2.59%
3 Months
+2.88%
6 Months
+3.83%
YTD
+8.44%
1 Year
+13.51%
3 Years (annualized)
+17.43%
5 Years (annualized)
+8.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIMYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Minimum Volatility (USD) Index(^MSCIEAFEMNVI)
This Mutual Fund (YTD)
+8.44%
Peer Avg (YTD)
+9.89%
vs Peers
-1.45%

SIMYX Mutual Fund Performance

SIMYX performance across multiple time periods: 1-month -2.59%, YTD 8.44%, 1-year 13.51%, 3-year 17.43%, 5-year 8.92%.

SIMYX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

SIMYX vs another fund shows side-by-side returns. SIMYX alternatives are available in the Mutual Fund Screener.