SMBMX Mutual Fund

NAV$10.18

Returns Overview

1 Month
+0.79%
3 Months
+2.29%
6 Months
+3.10%
YTD
+3.00%
1 Year
+6.78%
3 Years (annualized)
+3.07%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Municipal Bond High Yield Index(SAPIHY)
This Mutual Fund (YTD)
+3.00%
Peer Avg (YTD)
+1.79%
vs Peers
+1.21%

SMBMX Mutual Fund Performance

SMBMX performance across multiple time periods: 1-month 0.79%, YTD 3.00%, 1-year 6.78%, 3-year 3.07%.

SMBMX returns outperform the peer average of 1.79% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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