MTFGX Mutual Fund

MTFGX Mutual Fund

NAV$9.17
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Returns Overview

1 Month
-1.47%
3 Months
-0.66%
6 Months
-0.99%
YTD
+0.63%
1 Year
+5.04%
3 Years (annualized)
+3.62%
5 Years (annualized)
+1.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTFGX 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)
+0.63%
Peer Avg (YTD)
+0.23%
vs Peers
+0.40%

MTFGX Mutual Fund Performance

MTFGX performance across multiple time periods: 1-month -1.47%, YTD 0.63%, 1-year 5.04%, 3-year 3.62%, 5-year 1.31%.

MTFGX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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