MUNI ETF

MUNI ETF
$51.66
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Returns Overview

1 Month
-1.45%
3 Months
-0.56%
6 Months
-0.53%
YTD
+0.25%
1 Year
+4.45%
3 Years (annualized)
+3.32%
5 Years (annualized)
+0.93%
10 Years (annualized)
+1.97%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would MUNI 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1-15 Year Municipal Index(^BBG115YMI)
This ETF (YTD)
+0.25%
Peer Avg (YTD)
+0.23%
vs Peers
+0.02%

MUNI ETF Performance

MUNI performance across multiple time periods: 1-month -1.45%, YTD 0.25%, 1-year 4.45%, 3-year 3.32%, 5-year 0.93%, 10-year 1.97%.

MUNI returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this ETF.

MUNI vs another fund shows side-by-side returns. MUNI alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-1.45%N/A
3 Months-0.56%N/A
6 Months-0.53%N/A
1 Year+4.45%N/A
3 Years+3.32%N/A
5 Years+0.93%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized