SMOYX Mutual Fund

SMOYX Mutual Fund

NAV$8.52
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Returns Overview

1 Month
-3.35%
3 Months
-1.42%
6 Months
+4.11%
YTD
+7.32%
1 Year
+9.75%
3 Years (annualized)
+10.08%
5 Years (annualized)
+1.83%
10 Years (annualized)
+4.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMOYX 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
MSCI World Index NR USD Hedged(^MWDNRHDG)
This Mutual Fund (YTD)
+7.32%
Peer Avg (YTD)
+4.96%
vs Peers
+2.35%

SMOYX Mutual Fund Performance

SMOYX performance across multiple time periods: 1-month -3.35%, YTD 7.32%, 1-year 9.75%, 3-year 10.08%, 5-year 1.83%, 10-year 4.81%.

SMOYX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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