SMEYX Mutual Fund

SMEYX Mutual Fund

NAV$17.40
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Returns Overview

1 Month
-3.08%
3 Months
-12.80%
6 Months
+10.76%
YTD
+7.45%
1 Year
+9.16%
3 Years (annualized)
+14.32%
5 Years (annualized)
+6.11%
10 Years (annualized)
+10.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMEYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.45%
Peer Avg (YTD)
+10.34%
vs Peers
-2.89%

SMEYX Mutual Fund Performance

SMEYX performance across multiple time periods: 1-month -3.08%, YTD 7.45%, 1-year 9.16%, 3-year 14.32%, 5-year 6.11%, 10-year 10.19%.

SMEYX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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