MOTMX Mutual Fund

NAV$24.92
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.07%
3 Months
+1.46%
6 Months
+4.34%
YTD
+2.88%
1 Year
+3.05%
3 Years (annualized)
+4.69%
5 Years (annualized)
+1.30%
10 Years (annualized)
+2.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOTMX 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
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+2.88%
Peer Avg (YTD)
+2.67%
vs Peers
+0.21%

MOTMX Mutual Fund Performance

MOTMX performance across multiple time periods: 1-month 0.07%, YTD 2.88%, 1-year 3.05%, 3-year 4.69%, 5-year 1.30%, 10-year 2.70%.

MOTMX returns outperform the peer average of 2.67% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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