SMTFX Mutual Fund

NAV$9.59
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Returns Overview

1 Month
+0.82%
3 Months
+3.14%
6 Months
+3.46%
YTD
+3.35%
1 Year
+10.34%
3 Years (annualized)
+4.50%
5 Years (annualized)
+1.07%
10 Years (annualized)
+1.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMTFX 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
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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)
+3.35%
Peer Avg (YTD)
+1.79%
vs Peers
+1.56%

SMTFX Mutual Fund Performance

SMTFX performance across multiple time periods: 1-month 0.82%, YTD 3.35%, 1-year 10.34%, 3-year 4.50%, 5-year 1.07%, 10-year 1.88%.

SMTFX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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