MTFDX Mutual Fund

MTFDX Mutual Fund

NAV$9.42
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Returns Overview

1 Month
-1.59%
3 Months
-0.80%
6 Months
-1.07%
YTD
+0.37%
1 Year
+4.77%
3 Years (annualized)
+2.78%
5 Years (annualized)
+0.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTFDX 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
Bloomberg Barclays 1-15 Year Municipal Bond Index(I06112US)
This Mutual Fund (YTD)
+0.37%
Peer Avg (YTD)
+0.23%
vs Peers
+0.14%

MTFDX Mutual Fund Performance

MTFDX performance across multiple time periods: 1-month -1.59%, YTD 0.37%, 1-year 4.77%, 3-year 2.78%, 5-year 0.56%.

MTFDX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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