EZMAX Mutual Fund

EZMAX Mutual Fund

NAV$9.42
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Returns Overview

1 Month
-2.99%
3 Months
-4.11%
6 Months
-2.76%
YTD
-2.95%
1 Year
-1.80%
3 Years (annualized)
+2.54%
5 Years (annualized)
+0.30%
10 Years (annualized)
+0.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EZMAX 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)
-2.95%
Peer Avg (YTD)
-3.84%
vs Peers
+0.89%

EZMAX Mutual Fund Performance

EZMAX performance across multiple time periods: 1-month -2.99%, YTD -2.95%, 1-year -1.80%, 3-year 2.54%, 5-year 0.30%, 10-year 0.93%.

EZMAX returns outperform the peer average of -3.84% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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