NOTAX Mutual Fund

NAV$10.44

Returns Overview

1 Month
+1.45%
3 Months
+3.69%
6 Months
+3.47%
YTD
+3.47%
1 Year
+8.37%
3 Years (annualized)
+5.30%
5 Years (annualized)
+0.40%
10 Years (annualized)
+2.04%

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
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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+3.47%
Peer Avg (YTD)
+1.79%
vs Peers
+1.68%

NOTAX Mutual Fund Performance

NOTAX performance across multiple time periods: 1-month 1.45%, YTD 3.47%, 1-year 8.37%, 3-year 5.30%, 5-year 0.40%, 10-year 2.04%.

NOTAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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