SMLYX Mutual Fund

SMLYX Mutual Fund

NAV$10.39
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Returns Overview

1 Month
+0.48%
3 Months
+0.29%
6 Months
+1.16%
YTD
+2.75%
1 Year
+5.00%
3 Years (annualized)
+5.97%
5 Years (annualized)
+3.39%
10 Years (annualized)
+3.20%

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
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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
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+2.75%
Peer Avg (YTD)
+3.78%
vs Peers
-1.03%

SMLYX Mutual Fund Performance

SMLYX performance across multiple time periods: 1-month 0.48%, YTD 2.75%, 1-year 5.00%, 3-year 5.97%, 5-year 3.39%, 10-year 3.20%.

SMLYX returns trail the peer average of 3.78% 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.