ETMAX Mutual Fund

ETMAX Mutual Fund

NAV$7.31
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Returns Overview

1 Month
-0.35%
3 Months
-1.31%
6 Months
-1.85%
YTD
+0.08%
1 Year
+4.17%
3 Years (annualized)
+2.45%
5 Years (annualized)
-0.37%
10 Years (annualized)
+0.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETMAX 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
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📉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 Massachusetts Municipal Bond Index
This Mutual Fund (YTD)
+0.08%
Peer Avg (YTD)
+0.15%
vs Peers
-0.07%

ETMAX Mutual Fund Performance

ETMAX performance across multiple time periods: 1-month -0.35%, YTD 0.08%, 1-year 4.17%, 3-year 2.45%, 5-year -0.37%, 10-year 0.98%.

ETMAX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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