SMYIX Mutual Fund

SMYIX Mutual Fund

NAV$31.66
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Returns Overview

1 Month
-1.72%
3 Months
+0.64%
6 Months
+6.97%
YTD
+11.56%
1 Year
+14.52%
3 Years (annualized)
+24.91%
5 Years (annualized)
+13.21%
10 Years (annualized)
+13.71%

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
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🏦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
MSCI World Index NR CAD(MWDNRC)
This Mutual Fund (YTD)
+11.56%
Peer Avg (YTD)
+8.05%
vs Peers
+3.51%

SMYIX Mutual Fund Performance

SMYIX performance across multiple time periods: 1-month -1.72%, YTD 11.56%, 1-year 14.52%, 3-year 24.91%, 5-year 13.21%, 10-year 13.71%.

SMYIX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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