SYMCX Mutual Fund

SYMCX Mutual Fund

NAV$15.17
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Returns Overview

1 Month
+4.67%
3 Months
+0.48%
6 Months
+7.41%
YTD
+9.72%
1 Year
+22.84%
3 Years (annualized)
+8.45%
5 Years (annualized)
+6.58%

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
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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)
+9.72%
Peer Avg (YTD)
+2.39%
vs Peers
+7.33%

SYMCX Mutual Fund Performance

SYMCX performance across multiple time periods: 1-month 4.67%, YTD 9.72%, 1-year 22.84%, 3-year 8.45%, 5-year 6.58%.

SYMCX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.72%, investors should weigh costs against performance when evaluating this mutual fund.

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