SYMIX Mutual Fund

SYMIX Mutual Fund

NAV$16.02
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Returns Overview

1 Month
+4.77%
3 Months
+0.72%
6 Months
+7.93%
YTD
+10.41%
1 Year
+24.03%
3 Years (annualized)
+9.55%
5 Years (annualized)
+7.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SYMIX 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)
+10.41%
Peer Avg (YTD)
+2.39%
vs Peers
+8.02%

SYMIX Mutual Fund Performance

SYMIX performance across multiple time periods: 1-month 4.77%, YTD 10.41%, 1-year 24.03%, 3-year 9.55%, 5-year 7.65%.

SYMIX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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