AZTFX Mutual Fund

AZTFX Mutual Fund

NAV$9.59
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Returns Overview

1 Month
-1.55%
3 Months
-0.78%
6 Months
-1.13%
YTD
-0.43%
1 Year
+3.66%
3 Years (annualized)
+2.42%
5 Years (annualized)
+0.76%
10 Years (annualized)
+2.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AZTFX 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)
-0.43%
Peer Avg (YTD)
+0.23%
vs Peers
-0.66%

AZTFX Mutual Fund Performance

AZTFX performance across multiple time periods: 1-month -1.55%, YTD -0.43%, 1-year 3.66%, 3-year 2.42%, 5-year 0.76%, 10-year 2.82%.

AZTFX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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