SORLX Mutual Fund

SORLX Mutual Fund

NAV$9.16
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Returns Overview

1 Month
-4.42%
3 Months
-6.03%
6 Months
-3.88%
YTD
-4.20%
1 Year
-2.79%
3 Years (annualized)
+2.77%
5 Years (annualized)
-0.32%
10 Years (annualized)
+0.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SORLX 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
Lipper Other States Municipal Debt Funds Category Average
This Mutual Fund (YTD)
-4.20%
Peer Avg (YTD)
-3.84%
vs Peers
-0.36%

SORLX Mutual Fund Performance

SORLX performance across multiple time periods: 1-month -4.42%, YTD -4.20%, 1-year -2.79%, 3-year 2.77%, 5-year -0.32%, 10-year 0.84%.

SORLX returns trail the peer average of -3.84% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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