SMLCX Mutual Fund

SMLCX Mutual Fund

NAV$7.65
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Returns Overview

1 Month
-1.83%
3 Months
-0.19%
6 Months
+0.10%
YTD
+0.63%
1 Year
+5.51%
3 Years (annualized)
+2.42%
5 Years (annualized)
-0.78%
10 Years (annualized)
+0.72%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.63%
Peer Avg (YTD)
+0.23%
vs Peers
+0.40%

SMLCX Mutual Fund Performance

SMLCX performance across multiple time periods: 1-month -1.83%, YTD 0.63%, 1-year 5.51%, 3-year 2.42%, 5-year -0.78%, 10-year 0.72%.

SMLCX returns outperform the peer average of 0.23% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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