TAMUX Mutual Fund

TAMUX Mutual Fund

NAV$10.63
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Returns Overview

1 Month
+0.65%
3 Months
+2.12%
6 Months
+2.23%
YTD
+2.13%
1 Year
+6.89%
3 Years (annualized)
+3.80%
5 Years (annualized)
+0.24%
10 Years (annualized)
+1.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAMUX 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)
+2.13%
Peer Avg (YTD)
+1.79%
vs Peers
+0.35%

TAMUX Mutual Fund Performance

TAMUX performance across multiple time periods: 1-month 0.65%, YTD 2.13%, 1-year 6.89%, 3-year 3.80%, 5-year 0.24%, 10-year 1.56%.

TAMUX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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