SMYFX Mutual Fund

SMYFX Mutual Fund

NAV$14.81
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Returns Overview

1 Month
-4.58%
3 Months
-6.52%
6 Months
+11.22%
YTD
+12.59%
1 Year
+14.87%
3 Years (annualized)
+16.39%
5 Years (annualized)
+8.23%
10 Years (annualized)
+10.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMYFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+12.59%
Peer Avg (YTD)
+10.34%
vs Peers
+2.25%

SMYFX Mutual Fund Performance

SMYFX performance across multiple time periods: 1-month -4.58%, YTD 12.59%, 1-year 14.87%, 3-year 16.39%, 5-year 8.23%, 10-year 10.10%.

SMYFX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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