MONTX Mutual Fund

MONTX Mutual Fund

NAV$34.36
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-1.67%
3 Months
+21.22%
6 Months
+11.76%
YTD
+11.54%
1 Year
+20.56%
3 Years (annualized)
+27.58%
5 Years (annualized)
+11.88%
10 Years (annualized)
+15.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MONTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.54%
Peer Avg (YTD)
+8.97%
vs Peers
+2.57%

MONTX Mutual Fund Performance

MONTX performance across multiple time periods: 1-month -1.67%, YTD 11.54%, 1-year 20.56%, 3-year 27.58%, 5-year 11.88%, 10-year 15.38%.

MONTX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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