SMLSX Mutual Fund

SMLSX Mutual Fund

NAV$5.94
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Returns Overview

1 Month
+2.79%
3 Months
-1.24%
6 Months
-1.48%
YTD
-0.53%
1 Year
+0.03%
3 Years (annualized)
+4.44%
5 Years (annualized)
+1.00%
10 Years (annualized)
+1.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMLSX 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)
-0.53%
Peer Avg (YTD)
-0.87%
vs Peers
+0.33%

SMLSX Mutual Fund Performance

SMLSX performance across multiple time periods: 1-month 2.79%, YTD -0.53%, 1-year 0.03%, 3-year 4.44%, 5-year 1.00%, 10-year 1.97%.

SMLSX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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