SMEYX Mutual Fund

SMEYX Mutual Fund

NAV$18.65
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Returns Overview

1 Month
+8.24%
3 Months
+27.02%
6 Months
+25.65%
YTD
+23.23%
1 Year
+31.30%
3 Years (annualized)
+19.12%
5 Years (annualized)
+8.57%
10 Years (annualized)
+11.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMEYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+23.23%
Peer Avg (YTD)
+18.52%
vs Peers
+4.71%

SMEYX Mutual Fund Performance

SMEYX performance across multiple time periods: 1-month 8.24%, YTD 23.23%, 1-year 31.30%, 3-year 19.12%, 5-year 8.57%, 10-year 11.91%.

SMEYX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

SMEYX performance comparison shows side-by-side returns with another fund. SMEYX alternatives are available in the Mutual Fund Screener.