SMEYX Mutual Fund

SMEYX Mutual Fund

NAV$18.30
See how much of SMEYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-8.57%
3 Months
+1.91%
6 Months
+10.07%
YTD
+14.88%
1 Year
+19.97%
3 Years (annualized)
+14.42%
5 Years (annualized)
+6.77%
10 Years (annualized)
+10.52%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.88%
Peer Avg (YTD)
+15.31%
vs Peers
-0.43%

SMEYX Mutual Fund Performance

SMEYX performance across multiple time periods: 1-month -8.57%, YTD 14.88%, 1-year 19.97%, 3-year 14.42%, 5-year 6.77%, 10-year 10.52%.

SMEYX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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