SMYSX Mutual Fund

SMYSX Mutual Fund

NAV$31.53
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Returns Overview

1 Month
-1.72%
3 Months
+0.67%
6 Months
+7.04%
YTD
+11.67%
1 Year
+14.68%
3 Years (annualized)
+25.06%
5 Years (annualized)
+13.45%
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
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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)
+11.67%
Peer Avg (YTD)
+8.05%
vs Peers
+3.61%

SMYSX Mutual Fund Performance

SMYSX performance across multiple time periods: 1-month -1.72%, YTD 11.67%, 1-year 14.68%, 3-year 25.06%, 5-year 13.45%, 10-year 13.58%.

SMYSX returns outperform the peer average of 8.05% 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.