MTFEX Mutual Fund

MTFEX Mutual Fund

NAV$9.38
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Returns Overview

1 Month
+3.23%
3 Months
-0.80%
6 Months
-1.60%
YTD
-1.15%
1 Year
-0.87%
3 Years (annualized)
+3.16%
5 Years (annualized)
+0.24%

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)
-1.15%
Peer Avg (YTD)
-0.87%
vs Peers
-0.29%

MTFEX Mutual Fund Performance

MTFEX performance across multiple time periods: 1-month 3.23%, YTD -1.15%, 1-year -0.87%, 3-year 3.16%, 5-year 0.24%.

MTFEX returns trail the peer average of -0.87% 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.