SMAYX Mutual Fund

SMAYX Mutual Fund

NAV$40.88
See how much of SMAYX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.80%
3 Months
-0.03%
6 Months
+7.85%
YTD
+12.83%
1 Year
+21.50%
3 Years (annualized)
+11.61%
5 Years (annualized)
+4.59%
10 Years (annualized)
+8.87%

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
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 Growth Index(^RUO)
This Mutual Fund (YTD)
+12.83%
Peer Avg (YTD)
+15.31%
vs Peers
-2.48%

SMAYX Mutual Fund Performance

SMAYX performance across multiple time periods: 1-month -6.80%, YTD 12.83%, 1-year 21.50%, 3-year 11.61%, 5-year 4.59%, 10-year 8.87%.

SMAYX returns trail the peer average of 15.31% 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.