SMYIX Mutual Fund

SMYIX Mutual Fund

NAV$32.43
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Returns Overview

1 Month
+1.53%
3 Months
+6.29%
6 Months
+8.85%
YTD
+10.85%
1 Year
+24.54%
3 Years (annualized)
+21.84%
5 Years (annualized)
+13.84%
10 Years (annualized)
+13.72%

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)
+10.85%
Peer Avg (YTD)
+9.42%
vs Peers
+1.43%

SMYIX Mutual Fund Performance

SMYIX performance across multiple time periods: 1-month 1.53%, YTD 10.85%, 1-year 24.54%, 3-year 21.84%, 5-year 13.84%, 10-year 13.72%.

SMYIX returns outperform the peer average of 9.42% 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.