AZTCX Mutual Fund

AZTCX Mutual Fund

NAV$9.65
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Returns Overview

1 Month
+3.24%
3 Months
-0.53%
6 Months
-1.47%
YTD
-1.08%
1 Year
-0.73%
3 Years (annualized)
+2.52%
5 Years (annualized)
-1.38%
10 Years (annualized)
-0.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AZTCX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-1.08%
Peer Avg (YTD)
-0.87%
vs Peers
-0.21%

AZTCX Mutual Fund Performance

AZTCX performance across multiple time periods: 1-month 3.24%, YTD -1.08%, 1-year -0.73%, 3-year 2.52%, 5-year -1.38%, 10-year -0.82%.

AZTCX returns trail the peer average of -0.87% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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