AAZYX Mutual Fund

AAZYX Mutual Fund

NAV$9.86
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Returns Overview

1 Month
-1.31%
3 Months
-2.21%
6 Months
-1.88%
YTD
-2.12%
1 Year
+1.93%
3 Years (annualized)
+1.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAZYX 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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-2.12%
Peer Avg (YTD)
-1.27%
vs Peers
-0.85%

AAZYX Mutual Fund Performance

AAZYX performance across multiple time periods: 1-month -1.31%, YTD -2.12%, 1-year 1.93%, 3-year 1.74%.

AAZYX returns trail the peer average of -1.27% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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