SMBYX Mutual Fund

SMBYX Mutual Fund

NAV$38.45
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Returns Overview

1 Month
-1.75%
3 Months
+2.46%
6 Months
-0.87%
YTD
+3.70%
1 Year
+1.37%
3 Years (annualized)
+7.95%
5 Years (annualized)
+4.67%
10 Years (annualized)
+9.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMBYX 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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
+3.70%
Peer Avg (YTD)
+9.89%
vs Peers
-6.19%

SMBYX Mutual Fund Performance

SMBYX performance across multiple time periods: 1-month -1.75%, YTD 3.70%, 1-year 1.37%, 3-year 7.95%, 5-year 4.67%, 10-year 9.72%.

SMBYX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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