NOTIX Mutual Fund

NOTIX Mutual Fund

NAV$10.38
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Returns Overview

1 Month
-1.93%
3 Months
+0.38%
6 Months
+1.07%
YTD
+1.60%
1 Year
+8.01%
3 Years (annualized)
+4.65%
5 Years (annualized)
+0.23%
10 Years (annualized)
+2.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NOTIX 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
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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)
+1.60%
Peer Avg (YTD)
+0.23%
vs Peers
+1.37%

NOTIX Mutual Fund Performance

NOTIX performance across multiple time periods: 1-month -1.93%, YTD 1.60%, 1-year 8.01%, 3-year 4.65%, 5-year 0.23%, 10-year 2.16%.

NOTIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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