SMUYX Mutual Fund

SMUYX Mutual Fund

NAV$10.67
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Returns Overview

1 Month
-1.22%
3 Months
+1.64%
6 Months
+4.24%
YTD
+5.71%
1 Year
+12.37%
3 Years (annualized)
+9.35%
5 Years (annualized)
+5.33%
10 Years (annualized)
+4.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMUYX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA 0-3 Month US Treasury Bill Index(IUTB)
This Mutual Fund (YTD)
+5.71%
Peer Avg (YTD)
+2.39%
vs Peers
+3.32%

SMUYX Mutual Fund Performance

SMUYX performance across multiple time periods: 1-month -1.22%, YTD 5.71%, 1-year 12.37%, 3-year 9.35%, 5-year 5.33%, 10-year 4.82%.

SMUYX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.68%, investors should weigh costs against performance when evaluating this mutual fund.

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