MTMAX Mutual Fund

NAV$9.02

Returns Overview

1 Month
+0.18%
3 Months
+0.74%
6 Months
+0.84%
YTD
+0.95%
1 Year
+3.57%
3 Years (annualized)
+5.84%
5 Years (annualized)
+0.57%
10 Years (annualized)
+2.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTMAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.95%
Peer Avg (YTD)
+3.23%
vs Peers
-2.27%

MTMAX Mutual Fund Performance

MTMAX performance across multiple time periods: 1-month 0.18%, YTD 0.95%, 1-year 3.57%, 3-year 5.84%, 5-year 0.57%, 10-year 2.17%.

MTMAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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