SIMLX Mutual Fund

SIMLX Mutual Fund

NAV$7.76
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Returns Overview

1 Month
-0.04%
3 Months
-0.72%
6 Months
-1.32%
YTD
+0.40%
1 Year
+3.45%
3 Years (annualized)
+2.78%
5 Years (annualized)
-0.31%
10 Years (annualized)
+0.60%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg California Intermediate Municipal Bond Index(^BBCIMBI)
This Mutual Fund (YTD)
+0.40%
Peer Avg (YTD)
+0.17%
vs Peers
+0.22%

SIMLX Mutual Fund Performance

SIMLX performance across multiple time periods: 1-month -0.04%, YTD 0.40%, 1-year 3.45%, 3-year 2.78%, 5-year -0.31%, 10-year 0.60%.

SIMLX returns outperform the peer average of 0.17% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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