SMLCX Mutual Fund

SMLCX Mutual Fund

NAV$7.45
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Returns Overview

1 Month
-0.76%
3 Months
-2.13%
6 Months
-3.33%
YTD
+0.05%
1 Year
+4.09%
3 Years (annualized)
-0.25%
5 Years (annualized)
-3.59%
10 Years (annualized)
-1.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMLCX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.05%
Peer Avg (YTD)
+0.15%
vs Peers
-0.10%

SMLCX Mutual Fund Performance

SMLCX performance across multiple time periods: 1-month -0.76%, YTD 0.05%, 1-year 4.09%, 3-year -0.25%, 5-year -3.59%, 10-year -1.91%.

SMLCX returns trail the peer average of 0.15% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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