MTALX Mutual Fund

MTALX Mutual Fund

NAV$8.64
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Returns Overview

1 Month
+2.88%
3 Months
-2.10%
6 Months
-2.32%
YTD
-1.19%
1 Year
-0.73%
3 Years (annualized)
+4.71%
5 Years (annualized)
+0.29%
10 Years (annualized)
+1.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTALX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-1.19%
Peer Avg (YTD)
-0.87%
vs Peers
-0.32%

MTALX Mutual Fund Performance

MTALX performance across multiple time periods: 1-month 2.88%, YTD -1.19%, 1-year -0.73%, 3-year 4.71%, 5-year 0.29%, 10-year 1.55%.

MTALX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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