SYMIX Mutual Fund

SYMIX Mutual Fund

NAV$16.28
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Returns Overview

1 Month
+0.70%
3 Months
+8.52%
6 Months
+11.24%
YTD
+14.36%
1 Year
+19.68%
3 Years (annualized)
+10.84%
5 Years (annualized)
+8.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SYMIX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+14.36%
Peer Avg (YTD)
+5.40%
vs Peers
+8.96%

SYMIX Mutual Fund Performance

SYMIX performance across multiple time periods: 1-month 0.70%, YTD 14.36%, 1-year 19.68%, 3-year 10.84%, 5-year 8.26%.

SYMIX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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