AZTAX Mutual Fund

AZTAX Mutual Fund

NAV$9.73
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.67%
3 Months
+1.87%
6 Months
+1.23%
YTD
+1.23%
1 Year
+5.20%

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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.23%
Peer Avg (YTD)
+1.79%
vs Peers
-0.56%

AZTAX Mutual Fund Performance

AZTAX performance across multiple time periods: 1-month 0.67%, YTD 1.23%, 1-year 5.20%.

AZTAX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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