NOTAX Mutual Fund

NOTAX Mutual Fund

NAV$10.33
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Returns Overview

1 Month
-1.95%
3 Months
+0.31%
6 Months
+0.94%
YTD
+1.45%
1 Year
+7.73%
3 Years (annualized)
+4.45%
10 Years (annualized)
+1.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NOTAX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.45%
Peer Avg (YTD)
+0.23%
vs Peers
+1.22%

NOTAX Mutual Fund Performance

NOTAX performance across multiple time periods: 1-month -1.95%, YTD 1.45%, 1-year 7.73%, 3-year 4.45%, 10-year 1.94%.

NOTAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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