EXMAX Mutual Fund

EXMAX Mutual Fund

NAV$9.57
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Returns Overview

1 Month
+0.07%
3 Months
-0.60%
6 Months
-1.26%
YTD
+0.50%
1 Year
+3.18%
3 Years (annualized)
+4.04%
5 Years (annualized)
+1.54%
10 Years (annualized)
+1.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EXMAX 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)
+0.50%
Peer Avg (YTD)
+0.15%
vs Peers
+0.35%

EXMAX Mutual Fund Performance

EXMAX performance across multiple time periods: 1-month 0.07%, YTD 0.50%, 1-year 3.18%, 3-year 4.04%, 5-year 1.54%, 10-year 1.99%.

EXMAX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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