SMLCX Mutual Fund

NAV$7.93
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Returns Overview

1 Month
+1.04%
3 Months
+2.72%
6 Months
+2.50%
YTD
+2.50%
1 Year
+6.52%
3 Years (annualized)
+3.10%
5 Years (annualized)
-0.48%
10 Years (annualized)
+0.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMLCX 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

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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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.50%
Peer Avg (YTD)
+1.79%
vs Peers
+0.72%

SMLCX Mutual Fund Performance

SMLCX performance across multiple time periods: 1-month 1.04%, YTD 2.50%, 1-year 6.52%, 3-year 3.10%, 5-year -0.48%, 10-year 0.73%.

SMLCX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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