EZNAX Mutual Fund

NAV$8.72

Returns Overview

1 Month
+0.31%
3 Months
+1.26%
6 Months
+1.13%
YTD
+1.01%
1 Year
+3.94%
3 Years (annualized)
+2.89%
5 Years (annualized)
+0.85%
10 Years (annualized)
+1.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EZNAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.01%
Peer Avg (YTD)
+1.79%
vs Peers
-0.77%

EZNAX Mutual Fund Performance

EZNAX performance across multiple time periods: 1-month 0.31%, YTD 1.01%, 1-year 3.94%, 3-year 2.89%, 5-year 0.85%, 10-year 1.02%.

EZNAX returns trail the peer average of 1.79% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

EZNAX performance comparison shows side-by-side returns with another fund. EZNAX alternatives are available in the Mutual Fund Screener.