SMAYX Mutual Fund

NAV$39.21

Returns Overview

1 Month
-4.81%
3 Months
+1.34%
6 Months
+6.90%
YTD
+12.29%
1 Year
+30.41%
3 Years (annualized)
+15.80%
5 Years (annualized)
+5.62%
10 Years (annualized)
+10.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMAYX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+12.29%
Peer Avg (YTD)
+18.52%
vs Peers
-6.24%

SMAYX Mutual Fund Performance

SMAYX performance across multiple time periods: 1-month -4.81%, YTD 12.29%, 1-year 30.41%, 3-year 15.80%, 5-year 5.62%, 10-year 10.21%.

SMAYX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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