MTFEX Mutual Fund

NAV$9.46

Returns Overview

1 Month
+0.59%
3 Months
+1.72%
6 Months
+1.16%
YTD
+1.16%
1 Year
+4.86%
3 Years (annualized)
+3.36%
5 Years (annualized)
+0.99%

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
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
Bloomberg Barclays 1-15 Year Municipal Bond Index(I06112US)
This Mutual Fund (YTD)
+1.16%
Peer Avg (YTD)
+1.79%
vs Peers
-0.63%

MTFEX Mutual Fund Performance

MTFEX performance across multiple time periods: 1-month 0.59%, YTD 1.16%, 1-year 4.86%, 3-year 3.36%, 5-year 0.99%.

MTFEX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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