SMUYX Mutual Fund

NAV$10.75
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Returns Overview

1 Month
+0.47%
3 Months
+5.32%
6 Months
+7.55%
YTD
+7.01%
1 Year
+14.56%
3 Years (annualized)
+10.30%
5 Years (annualized)
+5.25%
10 Years (annualized)
+5.09%

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

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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
ICE BofA 0-3 Month US Treasury Bill Index(IUTB)
This Mutual Fund (YTD)
+7.01%
Peer Avg (YTD)
+3.47%
vs Peers
+3.53%

SMUYX Mutual Fund Performance

SMUYX performance across multiple time periods: 1-month 0.47%, YTD 7.01%, 1-year 14.56%, 3-year 10.30%, 5-year 5.25%, 10-year 5.09%.

SMUYX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.68%, investors should weigh costs against performance when evaluating this mutual fund.

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