SFLTX Mutual Fund

NAV$11.02

Returns Overview

1 Month
+0.16%
3 Months
-1.22%
6 Months
+1.31%
YTD
+1.04%
1 Year
+6.42%
3 Years (annualized)
+2.94%
5 Years (annualized)
+0.44%
10 Years (annualized)
+2.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFLTX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.04%
Peer Avg (YTD)
+0.83%
vs Peers
+0.20%

SFLTX Mutual Fund Performance

SFLTX performance across multiple time periods: 1-month 0.16%, YTD 1.04%, 1-year 6.42%, 3-year 2.94%, 5-year 0.44%, 10-year 2.20%.

SFLTX returns outperform the peer average of 0.83% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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