SMYFX Mutual Fund

NAV$15.31

Returns Overview

1 Month
-1.16%
3 Months
+5.73%
6 Months
+12.41%
YTD
+18.04%
1 Year
+33.76%
3 Years (annualized)
+16.23%
5 Years (annualized)
+8.02%
10 Years (annualized)
+11.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMYFX 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 Index(^RUT)
This Mutual Fund (YTD)
+18.04%
Peer Avg (YTD)
+18.52%
vs Peers
-0.48%

SMYFX Mutual Fund Performance

SMYFX performance across multiple time periods: 1-month -1.16%, YTD 18.04%, 1-year 33.76%, 3-year 16.23%, 5-year 8.02%, 10-year 11.73%.

SMYFX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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