SMTFX Mutual Fund

SMTFX Mutual Fund

NAV$9.44
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Returns Overview

1 Month
-2.56%
3 Months
-0.84%
6 Months
+0.10%
YTD
+1.00%
1 Year
+8.54%
3 Years (annualized)
+3.62%
5 Years (annualized)
+0.51%
10 Years (annualized)
+1.80%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.00%
Peer Avg (YTD)
+0.23%
vs Peers
+0.77%

SMTFX Mutual Fund Performance

SMTFX performance across multiple time periods: 1-month -2.56%, YTD 1.00%, 1-year 8.54%, 3-year 3.62%, 5-year 0.51%, 10-year 1.80%.

SMTFX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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