SMBPX Mutual Fund

SMBPX Mutual Fund

NAV$8.78
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Returns Overview

6 Months
-0.24%
1 Year
+3.78%
3 Years (annualized)
+1.79%
5 Years (annualized)
+0.16%
10 Years (annualized)
-0.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMBPX 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)

SMBPX Mutual Fund Performance

SMBPX performance across multiple time periods: 1-year 3.78%, 3-year 1.79%, 5-year 0.16%, 10-year -0.18%.

SMBPX returns can be compared against peers and benchmarks. With an expense ratio of 4.49%, investors should weigh costs against performance when evaluating this mutual fund.

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