SBLTX Mutual Fund

SBLTX Mutual Fund

NAV$5.94
See how much of SBLTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.97%
3 Months
-1.11%
6 Months
-1.11%
YTD
-0.69%
1 Year
-0.17%
3 Years (annualized)
+4.21%
5 Years (annualized)
+0.79%
10 Years (annualized)
+1.70%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.69%
Peer Avg (YTD)
-0.87%
vs Peers
+0.17%

SBLTX Mutual Fund Performance

SBLTX performance across multiple time periods: 1-month 2.97%, YTD -0.69%, 1-year -0.17%, 3-year 4.21%, 5-year 0.79%, 10-year 1.70%.

SBLTX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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