SMYFX Mutual Fund

SMYFX Mutual Fund

NAV$15.78
See how much of SMYFX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.90%
3 Months
+4.61%
6 Months
+12.93%
YTD
+19.17%
1 Year
+30.29%
3 Years (annualized)
+14.95%
5 Years (annualized)
+8.11%
10 Years (annualized)
+10.99%

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)
+19.17%
Peer Avg (YTD)
+15.31%
vs Peers
+3.86%

SMYFX Mutual Fund Performance

SMYFX performance across multiple time periods: 1-month -1.90%, YTD 19.17%, 1-year 30.29%, 3-year 14.95%, 5-year 8.11%, 10-year 10.99%.

SMYFX returns outperform the peer average of 15.31% 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.