SMAYX Mutual Fund

SMAYX Mutual Fund

NAV$36.52
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Returns Overview

1 Month
+0.76%
3 Months
-4.48%
6 Months
-4.51%
YTD
+6.79%
1 Year
+7.51%
3 Years (annualized)
+16.90%
5 Years (annualized)
+2.69%
10 Years (annualized)
+9.11%

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)
+6.79%
Peer Avg (YTD)
+12.21%
vs Peers
-5.42%

SMAYX Mutual Fund Performance

SMAYX performance across multiple time periods: 1-month 0.76%, YTD 6.79%, 1-year 7.51%, 3-year 16.90%, 5-year 2.69%, 10-year 9.11%.

SMAYX returns trail the peer average of 12.21% 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.