SMFYX Mutual Fund

SMFYX Mutual Fund

NAV$37.76
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Returns Overview

1 Month
-3.12%
3 Months
+6.95%
6 Months
+9.54%
YTD
+10.21%
1 Year
+11.51%
3 Years (annualized)
+14.04%
5 Years (annualized)
+5.29%
10 Years (annualized)
+13.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMFYX 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)
+10.21%
Peer Avg (YTD)
+9.54%
vs Peers
+0.67%

SMFYX Mutual Fund Performance

SMFYX performance across multiple time periods: 1-month -3.12%, YTD 10.21%, 1-year 11.51%, 3-year 14.04%, 5-year 5.29%, 10-year 13.45%.

SMFYX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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