SMLAX Mutual Fund

SMLAX Mutual Fund

NAV$7.50
See how much of SMLAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.39%
3 Months
-6.50%
6 Months
-3.77%
YTD
-3.80%
1 Year
-2.49%
3 Years (annualized)
+3.48%
5 Years (annualized)
-0.30%
10 Years (annualized)
+1.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMLAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-3.80%
Peer Avg (YTD)
-3.84%
vs Peers
+0.04%

SMLAX Mutual Fund Performance

SMLAX performance across multiple time periods: 1-month -4.39%, YTD -3.80%, 1-year -2.49%, 3-year 3.48%, 5-year -0.30%, 10-year 1.24%.

SMLAX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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