MYTBX Mutual Fund

MYTBX Mutual Fund

NAV$9.32
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Returns Overview

1 Month
+0.32%
3 Months
+0.64%
6 Months
+0.43%
YTD
+0.43%
1 Year
+2.04%
3 Years (annualized)
+2.73%
5 Years (annualized)
+0.88%
10 Years (annualized)
+0.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MYTBX 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 Municipal 1-3 Year Index(^BBMU3Y)
This Mutual Fund (YTD)
+0.43%
Peer Avg (YTD)
+1.79%
vs Peers
-1.35%

MYTBX Mutual Fund Performance

MYTBX performance across multiple time periods: 1-month 0.32%, YTD 0.43%, 1-year 2.04%, 3-year 2.73%, 5-year 0.88%, 10-year 0.90%.

MYTBX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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