SYMCX Mutual Fund

NAV$14.75

Returns Overview

1 Month
-3.55%
3 Months
+2.24%
6 Months
+5.68%
YTD
+4.82%
1 Year
+15.91%
3 Years (annualized)
+7.68%
5 Years (annualized)
+5.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SYMCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+4.82%
Peer Avg (YTD)
+3.47%
vs Peers
+1.35%

SYMCX Mutual Fund Performance

SYMCX performance across multiple time periods: 1-month -3.55%, YTD 4.82%, 1-year 15.91%, 3-year 7.68%, 5-year 5.51%.

SYMCX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.72%, investors should weigh costs against performance when evaluating this mutual fund.

SYMCX performance comparison shows side-by-side returns with another fund. SYMCX alternatives are available in the Mutual Fund Screener.