SMLYX Mutual Fund

NAV$10.38

Returns Overview

1 Month
-0.48%
3 Months
+0.78%
6 Months
+1.17%
YTD
+1.96%
1 Year
+6.26%
3 Years (annualized)
+6.00%
5 Years (annualized)
+3.52%
10 Years (annualized)
+3.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMLYX 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
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+1.96%
Peer Avg (YTD)
+4.14%
vs Peers
-2.18%

SMLYX Mutual Fund Performance

SMLYX performance across multiple time periods: 1-month -0.48%, YTD 1.96%, 1-year 6.26%, 3-year 6.00%, 5-year 3.52%, 10-year 3.23%.

SMLYX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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