SMYIX Mutual Fund

NAV$31.91

Returns Overview

1 Month
+0.10%
3 Months
+12.21%
6 Months
+9.69%
YTD
+9.19%
1 Year
+23.73%
3 Years (annualized)
+22.70%
5 Years (annualized)
+13.61%
10 Years (annualized)
+14.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMYIX 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

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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 CAD(MWDNRC)
This Mutual Fund (YTD)
+9.19%
Peer Avg (YTD)
+9.13%
vs Peers
+0.06%

SMYIX Mutual Fund Performance

SMYIX performance across multiple time periods: 1-month 0.10%, YTD 9.19%, 1-year 23.73%, 3-year 22.70%, 5-year 13.61%, 10-year 14.09%.

SMYIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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