MTFZX Mutual Fund

MTFZX Mutual Fund

NAV$9.41
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Returns Overview

1 Month
-1.58%
3 Months
-0.79%
6 Months
-1.03%
YTD
+0.54%
1 Year
+4.87%
3 Years (annualized)
+3.44%
5 Years (annualized)
+1.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTFZX 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
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🏦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)
+0.54%
Peer Avg (YTD)
+0.23%
vs Peers
+0.31%

MTFZX Mutual Fund Performance

MTFZX performance across multiple time periods: 1-month -1.58%, YTD 0.54%, 1-year 4.87%, 3-year 3.44%, 5-year 1.15%.

MTFZX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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