SMYFX Mutual Fund

SMYFX Mutual Fund

NAV$15.04
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Returns Overview

1 Month
+3.09%
3 Months
-1.76%
6 Months
+2.77%
YTD
+16.08%
1 Year
+21.03%
3 Years (annualized)
+20.13%
5 Years (annualized)
+7.45%
10 Years (annualized)
+10.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMYFX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+16.08%
Peer Avg (YTD)
+12.21%
vs Peers
+3.87%

SMYFX Mutual Fund Performance

SMYFX performance across multiple time periods: 1-month 3.09%, YTD 16.08%, 1-year 21.03%, 3-year 20.13%, 5-year 7.45%, 10-year 10.47%.

SMYFX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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