AZTYX Mutual Fund

AZTYX Mutual Fund

NAV$9.67
See how much of AZTYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.34%
3 Months
-0.44%
6 Months
-1.19%
YTD
-0.80%
1 Year
-0.30%
3 Years (annualized)
+3.64%
5 Years (annualized)
+1.04%
10 Years (annualized)
+3.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AZTYX 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)
-0.80%
Peer Avg (YTD)
-0.87%
vs Peers
+0.06%

AZTYX Mutual Fund Performance

AZTYX performance across multiple time periods: 1-month 3.34%, YTD -0.80%, 1-year -0.30%, 3-year 3.64%, 5-year 1.04%, 10-year 3.05%.

AZTYX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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