MTFEX Mutual Fund

MTFEX Mutual Fund

NAV$9.04
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Returns Overview

1 Month
-0.14%
3 Months
-1.05%
6 Months
-2.13%
YTD
-0.49%
1 Year
+3.84%
3 Years (annualized)
+2.97%
5 Years (annualized)
+0.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTFEX 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
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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)
-0.49%
Peer Avg (YTD)
+0.15%
vs Peers
-0.64%

MTFEX Mutual Fund Performance

MTFEX performance across multiple time periods: 1-month -0.14%, YTD -0.49%, 1-year 3.84%, 3-year 2.97%, 5-year 0.60%.

MTFEX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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