SYMAX Mutual Fund

SYMAX Mutual Fund

NAV$15.70
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Returns Overview

1 Month
+4.70%
3 Months
+0.59%
6 Months
+7.79%
YTD
+10.19%
1 Year
+23.67%
3 Years (annualized)
+9.29%
5 Years (annualized)
+7.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SYMAX 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
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📉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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+10.19%
Peer Avg (YTD)
+2.39%
vs Peers
+7.80%

SYMAX Mutual Fund Performance

SYMAX performance across multiple time periods: 1-month 4.70%, YTD 10.19%, 1-year 23.67%, 3-year 9.29%, 5-year 7.38%.

SYMAX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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