SMBCX Mutual Fund

SMBCX Mutual Fund

NAV$8.53
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Returns Overview

6 Months
-0.25%
1 Year
+3.19%
3 Years (annualized)
+0.95%
5 Years (annualized)
-0.76%
10 Years (annualized)
-0.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMBCX 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)

SMBCX Mutual Fund Performance

SMBCX performance across multiple time periods: 1-year 3.19%, 3-year 0.95%, 5-year -0.76%, 10-year -0.68%.

SMBCX returns can be compared against peers and benchmarks. With an expense ratio of 5.47%, investors should weigh costs against performance when evaluating this mutual fund.

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