SMAYX Mutual Fund

SMAYX Mutual Fund

NAV$37.15
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Returns Overview

1 Month
-4.27%
3 Months
-11.65%
6 Months
+7.78%
YTD
+5.99%
1 Year
+6.50%
3 Years (annualized)
+13.14%
5 Years (annualized)
+3.74%
10 Years (annualized)
+9.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMAYX 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
PROUpgrade to run
📉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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+5.99%
Peer Avg (YTD)
+10.34%
vs Peers
-4.36%

SMAYX Mutual Fund Performance

SMAYX performance across multiple time periods: 1-month -4.27%, YTD 5.99%, 1-year 6.50%, 3-year 13.14%, 5-year 3.74%, 10-year 9.08%.

SMAYX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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