SORLX Mutual Fund

SORLX Mutual Fund

NAV$9.06
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Returns Overview

1 Month
-0.24%
3 Months
-1.01%
6 Months
-1.52%
YTD
+0.23%
1 Year
+4.14%
3 Years (annualized)
+2.77%
5 Years (annualized)
-0.32%
10 Years (annualized)
+0.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SORLX 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
Lipper Other States Municipal Debt Funds Category Average
This Mutual Fund (YTD)
+0.23%
Peer Avg (YTD)
+0.15%
vs Peers
+0.08%

SORLX Mutual Fund Performance

SORLX performance across multiple time periods: 1-month -0.24%, YTD 0.23%, 1-year 4.14%, 3-year 2.77%, 5-year -0.32%, 10-year 0.84%.

SORLX returns outperform the peer average of 0.15% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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