AZTCX Mutual Fund

AZTCX Mutual Fund

NAV$9.43
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Returns Overview

1 Month
-1.68%
3 Months
-0.95%
6 Months
-1.25%
YTD
+0.17%
1 Year
+4.30%
3 Years (annualized)
+2.31%
5 Years (annualized)
-0.33%
10 Years (annualized)
+0.62%

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)
+0.17%
Peer Avg (YTD)
+0.23%
vs Peers
-0.06%

AZTCX Mutual Fund Performance

AZTCX performance across multiple time periods: 1-month -1.68%, YTD 0.17%, 1-year 4.30%, 3-year 2.31%, 5-year -0.33%, 10-year 0.62%.

AZTCX returns trail the peer average of 0.23% 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.