SLMMX Mutual Fund

SLMMX Mutual Fund

NAV$10.81
See how much of SLMMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.98%
3 Months
-7.41%
6 Months
-4.37%
YTD
-4.62%
1 Year
-2.80%
3 Years (annualized)
+3.10%
5 Years (annualized)
-0.28%
10 Years (annualized)
+0.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLMMX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Massachusetts Municipal(^BBMSMU)
This Mutual Fund (YTD)
-4.62%
Peer Avg (YTD)
-3.84%
vs Peers
-0.78%

SLMMX Mutual Fund Performance

SLMMX performance across multiple time periods: 1-month -4.98%, YTD -4.62%, 1-year -2.80%, 3-year 3.10%, 5-year -0.28%, 10-year 0.98%.

SLMMX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

SLMMX vs another fund shows side-by-side returns. SLMMX alternatives are available in the Mutual Fund Screener.