SYMIX Mutual Fund

NAV$15.38

Returns Overview

1 Month
+4.84%
3 Months
+1.99%
6 Months
+5.41%
YTD
+10.41%
1 Year
+17.07%
3 Years (annualized)
+8.74%
5 Years (annualized)
+6.58%

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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+10.41%
Peer Avg (YTD)
+3.47%
vs Peers
+6.94%

SYMIX Mutual Fund Performance

SYMIX performance across multiple time periods: 1-month 4.84%, YTD 10.41%, 1-year 17.07%, 3-year 8.74%, 5-year 6.58%.

SYMIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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