MEMTX Mutual Fund

MEMTX Mutual Fund

NAV$10.20
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Returns Overview

1 Month
+3.81%
3 Months
-1.18%
6 Months
-1.28%
YTD
-0.05%
1 Year
-0.06%
3 Years (annualized)
+4.82%
5 Years (annualized)
-0.10%
10 Years (annualized)
+1.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEMTX 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
S&P Municipal Bond Investment Grade Index(^SPMBIGI)
This Mutual Fund (YTD)
-0.05%
Peer Avg (YTD)
-0.87%
vs Peers
+0.82%

MEMTX Mutual Fund Performance

MEMTX performance across multiple time periods: 1-month 3.81%, YTD -0.05%, 1-year -0.06%, 3-year 4.82%, 5-year -0.10%, 10-year 1.37%.

MEMTX returns outperform the peer average of -0.87% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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