SBLTX Mutual Fund

NAV$6.03

Returns Overview

1 Month
+0.77%
3 Months
+2.17%
6 Months
+2.13%
YTD
+1.96%
1 Year
+6.26%
3 Years (annualized)
+3.75%
5 Years (annualized)
+1.18%
10 Years (annualized)
+1.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBLTX 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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-15 Year Municipal Bond Index(I06112US)
This Mutual Fund (YTD)
+1.96%
Peer Avg (YTD)
+1.79%
vs Peers
+0.17%

SBLTX Mutual Fund Performance

SBLTX performance across multiple time periods: 1-month 0.77%, YTD 1.96%, 1-year 6.26%, 3-year 3.75%, 5-year 1.18%, 10-year 1.93%.

SBLTX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

SBLTX performance comparison shows side-by-side returns with another fund. SBLTX alternatives are available in the Mutual Fund Screener.