SMALX Mutual Fund

SMALX Mutual Fund

NAV$11.21
See how much of SMALX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.44%
3 Months
-2.19%
6 Months
-2.54%
YTD
-1.74%
1 Year
-1.32%
3 Years (annualized)
+3.41%
5 Years (annualized)
-0.98%
10 Years (annualized)
+0.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMALX 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 Barclays Massachusetts Municipal(^BBMSMU)
This Mutual Fund (YTD)
-1.74%
Peer Avg (YTD)
-0.87%
vs Peers
-0.88%

SMALX Mutual Fund Performance

SMALX performance across multiple time periods: 1-month 3.44%, YTD -1.74%, 1-year -1.32%, 3-year 3.41%, 5-year -0.98%, 10-year 0.38%.

SMALX returns trail the peer average of -0.87% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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