SIMLX Mutual Fund

NAV$8.09

Returns Overview

1 Month
+0.70%
3 Months
+1.99%
6 Months
+1.82%
YTD
+1.82%
1 Year
+5.87%
3 Years (annualized)
+3.11%
5 Years (annualized)
+0.03%
10 Years (annualized)
+0.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIMLX 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 California Intermediate Municipal Bond Index(^BBCIMBI)
This Mutual Fund (YTD)
+1.82%
Peer Avg (YTD)
+1.98%
vs Peers
-0.15%

SIMLX Mutual Fund Performance

SIMLX performance across multiple time periods: 1-month 0.70%, YTD 1.82%, 1-year 5.87%, 3-year 3.11%, 5-year 0.03%, 10-year 0.72%.

SIMLX returns trail the peer average of 1.98% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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