SMLLX Mutual Fund

SMLLX Mutual Fund

NAV$5.77
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Returns Overview

1 Month
-4.11%
3 Months
-5.55%
6 Months
-3.80%
YTD
-3.98%
1 Year
-2.86%
3 Years (annualized)
+2.89%
5 Years (annualized)
+0.26%
10 Years (annualized)
+1.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMLLX 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)
-3.98%
Peer Avg (YTD)
-3.84%
vs Peers
-0.14%

SMLLX Mutual Fund Performance

SMLLX performance across multiple time periods: 1-month -4.11%, YTD -3.98%, 1-year -2.86%, 3-year 2.89%, 5-year 0.26%, 10-year 1.18%.

SMLLX returns trail the peer average of -3.84% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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