ETMAX Mutual Fund

ETMAX Mutual Fund

NAV$7.68
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Returns Overview

1 Month
-1.87%
3 Months
-0.43%
6 Months
-0.22%
YTD
+0.44%
1 Year
+5.53%
3 Years (annualized)
+2.27%
5 Years (annualized)
-0.36%
10 Years (annualized)
+1.04%

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
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 Massachusetts Municipal Bond Index
This Mutual Fund (YTD)
+0.44%
Peer Avg (YTD)
+0.23%
vs Peers
+0.20%

ETMAX Mutual Fund Performance

ETMAX performance across multiple time periods: 1-month -1.87%, YTD 0.44%, 1-year 5.53%, 3-year 2.27%, 5-year -0.36%, 10-year 1.04%.

ETMAX returns outperform the peer average of 0.23% 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.