SMYSX Mutual Fund

SMYSX Mutual Fund

NAV$32.46
See how much of SMYSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.56%
3 Months
+6.32%
6 Months
+8.88%
YTD
+10.92%
1 Year
+24.66%
3 Years (annualized)
+21.97%
5 Years (annualized)
+13.93%
10 Years (annualized)
+13.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMYSX 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
MSCI World Index NR CAD(MWDNRC)
This Mutual Fund (YTD)
+10.92%
Peer Avg (YTD)
+9.42%
vs Peers
+1.50%

SMYSX Mutual Fund Performance

SMYSX performance across multiple time periods: 1-month 1.56%, YTD 10.92%, 1-year 24.66%, 3-year 21.97%, 5-year 13.93%, 10-year 13.58%.

SMYSX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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