SMALX Mutual Fund

SMALX Mutual Fund

NAV$10.82
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Returns Overview

1 Month
-0.45%
3 Months
-1.65%
6 Months
-1.67%
YTD
+0.01%
1 Year
+4.71%
3 Years (annualized)
+2.51%
5 Years (annualized)
-0.83%
10 Years (annualized)
+0.43%

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
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🏦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 Barclays Massachusetts Municipal(^BBMSMU)
This Mutual Fund (YTD)
+0.01%
Peer Avg (YTD)
+0.15%
vs Peers
-0.14%

SMALX Mutual Fund Performance

SMALX performance across multiple time periods: 1-month -0.45%, YTD 0.01%, 1-year 4.71%, 3-year 2.51%, 5-year -0.83%, 10-year 0.43%.

SMALX returns trail the peer average of 0.15% 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.