ETAZX Mutual Fund

ETAZX Mutual Fund

NAV$8.44
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Returns Overview

1 Month
-4.59%
3 Months
-7.12%
6 Months
-4.45%
YTD
-4.53%
1 Year
-2.45%
3 Years (annualized)
+3.56%
5 Years (annualized)
+0.63%
10 Years (annualized)
+1.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETAZX 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)
-4.53%
Peer Avg (YTD)
-3.84%
vs Peers
-0.69%

ETAZX Mutual Fund Performance

ETAZX performance across multiple time periods: 1-month -4.59%, YTD -4.53%, 1-year -2.45%, 3-year 3.56%, 5-year 0.63%, 10-year 1.69%.

ETAZX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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