MTFEX Mutual Fund

MTFEX Mutual Fund

NAV$9.32
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Returns Overview

1 Month
-1.49%
3 Months
-0.81%
6 Months
-1.08%
YTD
+0.46%
1 Year
+4.73%
3 Years (annualized)
+3.31%
5 Years (annualized)
+0.96%

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)
+0.46%
Peer Avg (YTD)
+0.23%
vs Peers
+0.23%

MTFEX Mutual Fund Performance

MTFEX performance across multiple time periods: 1-month -1.49%, YTD 0.46%, 1-year 4.73%, 3-year 3.31%, 5-year 0.96%.

MTFEX returns outperform the peer average of 0.23% 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.