SMLIX Mutual Fund

SMLIX Mutual Fund

NAV$7.50
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Returns Overview

1 Month
-4.37%
3 Months
-6.56%
6 Months
-3.66%
YTD
-3.74%
1 Year
-2.26%
3 Years (annualized)
+3.65%
5 Years (annualized)
+0.16%
10 Years (annualized)
+1.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMLIX 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
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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)
-3.74%
Peer Avg (YTD)
-3.84%
vs Peers
+0.10%

SMLIX Mutual Fund Performance

SMLIX performance across multiple time periods: 1-month -4.37%, YTD -3.74%, 1-year -2.26%, 3-year 3.65%, 5-year 0.16%, 10-year 1.56%.

SMLIX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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