SMBYX Mutual Fund

NAV$41.62

Returns Overview

1 Month
-1.05%
3 Months
+1.79%
6 Months
+3.69%
YTD
+5.58%
1 Year
+9.22%
3 Years (annualized)
+8.75%
5 Years (annualized)
+2.82%
10 Years (annualized)
+8.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMBYX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+5.58%
Peer Avg (YTD)
+10.82%
vs Peers
-5.23%

SMBYX Mutual Fund Performance

SMBYX performance across multiple time periods: 1-month -1.05%, YTD 5.58%, 1-year 9.22%, 3-year 8.75%, 5-year 2.82%, 10-year 8.71%.

SMBYX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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