SMOYX Mutual Fund

NAV$8.62
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Returns Overview

1 Month
-2.08%
3 Months
+5.60%
6 Months
+8.86%
YTD
+8.86%
1 Year
+17.13%
3 Years (annualized)
+9.45%
5 Years (annualized)
+2.07%
10 Years (annualized)
+4.71%

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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index NR USD Hedged(^MWDNRHDG)
This Mutual Fund (YTD)
+8.86%
Peer Avg (YTD)
+5.87%
vs Peers
+2.99%

SMOYX Mutual Fund Performance

SMOYX performance across multiple time periods: 1-month -2.08%, YTD 8.86%, 1-year 17.13%, 3-year 9.45%, 5-year 2.07%, 10-year 4.71%.

SMOYX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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