MOTIX Mutual Fund

MOTIX Mutual Fund

NAV$12.39
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Returns Overview

1 Month
-0.40%
3 Months
+0.94%
6 Months
+3.83%
YTD
+2.25%
1 Year
+2.34%
3 Years (annualized)
+4.27%
5 Years (annualized)
+0.96%
10 Years (annualized)
+2.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOTIX 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
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📉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 Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+2.25%
Peer Avg (YTD)
+2.67%
vs Peers
-0.42%

MOTIX Mutual Fund Performance

MOTIX performance across multiple time periods: 1-month -0.40%, YTD 2.25%, 1-year 2.34%, 3-year 4.27%, 5-year 0.96%, 10-year 2.41%.

MOTIX returns trail the peer average of 2.67% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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