SMOYX Mutual Fund

SMOYX Mutual Fund

NAV$8.66
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Returns Overview

1 Month
-0.47%
3 Months
-0.82%
6 Months
+4.20%
YTD
+8.34%
1 Year
+16.43%
3 Years (annualized)
+8.50%
5 Years (annualized)
+1.46%
10 Years (annualized)
+4.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMOYX 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
MSCI World Index NR USD Hedged(^MWDNRHDG)
This Mutual Fund (YTD)
+8.34%
Peer Avg (YTD)
+5.54%
vs Peers
+2.81%

SMOYX Mutual Fund Performance

SMOYX performance across multiple time periods: 1-month -0.47%, YTD 8.34%, 1-year 16.43%, 3-year 8.50%, 5-year 1.46%, 10-year 4.50%.

SMOYX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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