AZTAX Mutual Fund

AZTAX Mutual Fund

NAV$9.64
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Returns Overview

1 Month
-1.66%
3 Months
-0.90%
6 Months
-1.15%
YTD
-0.45%
1 Year
+3.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AZTAX 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)
-0.45%
Peer Avg (YTD)
+0.23%
vs Peers
-0.68%

AZTAX Mutual Fund Performance

AZTAX performance across multiple time periods: 1-month -1.66%, YTD -0.45%, 1-year 3.60%.

AZTAX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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