SMBMX Mutual Fund

SMBMX Mutual Fund

NAV$9.85
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Returns Overview

1 Month
+0.10%
3 Months
+0.65%
6 Months
+1.07%
YTD
+2.86%
1 Year
+6.03%
3 Years (annualized)
+3.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMBMX 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
S&P Municipal Bond High Yield Index(SAPIHY)
This Mutual Fund (YTD)
+2.86%
Peer Avg (YTD)
+0.15%
vs Peers
+2.71%

SMBMX Mutual Fund Performance

SMBMX performance across multiple time periods: 1-month 0.10%, YTD 2.86%, 1-year 6.03%, 3-year 3.26%.

SMBMX returns outperform the peer average of 0.15% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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