SMFYX Mutual Fund

SMFYX Mutual Fund

NAV$39.31
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Returns Overview

1 Month
+3.83%
3 Months
+17.81%
6 Months
+13.76%
YTD
+12.61%
1 Year
+17.01%
3 Years (annualized)
+16.18%
5 Years (annualized)
+6.65%
10 Years (annualized)
+14.38%

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)
+12.61%
Peer Avg (YTD)
+10.82%
vs Peers
+1.79%

SMFYX Mutual Fund Performance

SMFYX performance across multiple time periods: 1-month 3.83%, YTD 12.61%, 1-year 17.01%, 3-year 16.18%, 5-year 6.65%, 10-year 14.38%.

SMFYX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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