SMBAX Mutual Fund

SMBAX Mutual Fund

NAV$8.58
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Returns Overview

6 Months
-0.17%
1 Year
+3.60%
3 Years (annualized)
+1.46%
5 Years (annualized)
-0.21%
10 Years (annualized)
-0.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMBAX 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
Barclays Municipal Bond Index(^BMUBI)

SMBAX Mutual Fund Performance

SMBAX performance across multiple time periods: 1-year 3.60%, 3-year 1.46%, 5-year -0.21%, 10-year -0.49%.

SMBAX returns can be compared against peers and benchmarks. With an expense ratio of 4.90%, investors should weigh costs against performance when evaluating this mutual fund.

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