NOTAX Mutual Fund

NOTAX Mutual Fund

NAV$10.16
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Returns Overview

1 Month
+3.36%
3 Months
-1.77%
6 Months
-1.47%
YTD
-0.35%
1 Year
+0.17%
3 Years (annualized)
+6.20%
5 Years (annualized)
+0.02%
10 Years (annualized)
+1.73%

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)
-0.35%
Peer Avg (YTD)
-0.87%
vs Peers
+0.51%

NOTAX Mutual Fund Performance

NOTAX performance across multiple time periods: 1-month 3.36%, YTD -0.35%, 1-year 0.17%, 3-year 6.20%, 5-year 0.02%, 10-year 1.73%.

NOTAX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.94%, 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.