SMLSX Mutual Fund

SMLSX Mutual Fund

NAV$5.76
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Returns Overview

1 Month
-3.88%
3 Months
-5.19%
6 Months
-3.24%
YTD
-3.23%
1 Year
-1.90%
3 Years (annualized)
+3.73%
5 Years (annualized)
+0.96%
10 Years (annualized)
+1.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMLSX 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)
-3.23%
Peer Avg (YTD)
-3.84%
vs Peers
+0.61%

SMLSX Mutual Fund Performance

SMLSX performance across multiple time periods: 1-month -3.88%, YTD -3.23%, 1-year -1.90%, 3-year 3.73%, 5-year 0.96%, 10-year 1.97%.

SMLSX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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