SMLYX Mutual Fund

SMLYX Mutual Fund

NAV$10.42
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Returns Overview

1 Month
+0.48%
3 Months
+0.19%
6 Months
+0.97%
YTD
+2.46%
1 Year
+2.87%
3 Years (annualized)
+6.12%
5 Years (annualized)
+3.48%
10 Years (annualized)
+3.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMLYX 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
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+2.46%
Peer Avg (YTD)
+2.95%
vs Peers
-0.50%

SMLYX Mutual Fund Performance

SMLYX performance across multiple time periods: 1-month 0.48%, YTD 2.46%, 1-year 2.87%, 3-year 6.12%, 5-year 3.48%, 10-year 3.23%.

SMLYX returns trail the peer average of 2.95% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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