MONTX Mutual Fund

MONTX Mutual Fund

NAV$34.44
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Returns Overview

1 Month
-4.83%
3 Months
+2.29%
6 Months
+6.70%
YTD
+6.16%
1 Year
+11.38%
3 Years (annualized)
+21.59%
5 Years (annualized)
+11.26%
10 Years (annualized)
+14.57%

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
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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 500 Index(SPX)
This Mutual Fund (YTD)
+6.16%
Peer Avg (YTD)
+6.23%
vs Peers
-0.08%

MONTX Mutual Fund Performance

MONTX performance across multiple time periods: 1-month -4.83%, YTD 6.16%, 1-year 11.38%, 3-year 21.59%, 5-year 11.26%, 10-year 14.57%.

MONTX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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