SMLLX Mutual Fund

SMLLX Mutual Fund

NAV$6.01
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Returns Overview

1 Month
-1.39%
3 Months
-0.45%
6 Months
-0.47%
YTD
+0.25%
1 Year
+4.45%
3 Years (annualized)
+2.59%
5 Years (annualized)
+0.18%
10 Years (annualized)
+1.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMLLX 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 Barclays 1-15 Year Municipal Bond Index(I06112US)
This Mutual Fund (YTD)
+0.25%
Peer Avg (YTD)
+0.23%
vs Peers
+0.01%

SMLLX Mutual Fund Performance

SMLLX performance across multiple time periods: 1-month -1.39%, YTD 0.25%, 1-year 4.45%, 3-year 2.59%, 5-year 0.18%, 10-year 1.20%.

SMLLX returns outperform the peer average of 0.23% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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