SORLX Mutual Fund

NAV$9.66
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Returns Overview

1 Month
+0.69%
3 Months
+2.30%
6 Months
+1.96%
YTD
+1.96%
1 Year
+6.30%
3 Years (annualized)
+3.01%
5 Years (annualized)
+0.07%
10 Years (annualized)
+0.98%

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
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📉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

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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
Lipper Other States Municipal Debt Funds Category Average
This Mutual Fund (YTD)
+1.96%
Peer Avg (YTD)
+1.79%
vs Peers
+0.17%

SORLX Mutual Fund Performance

SORLX performance across multiple time periods: 1-month 0.69%, YTD 1.96%, 1-year 6.30%, 3-year 3.01%, 5-year 0.07%, 10-year 0.98%.

SORLX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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