USMTX Mutual Fund

USMTX Mutual Fund

NAV$9.94
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Returns Overview

1 Month
+0.31%
3 Months
+0.54%
6 Months
+0.93%
YTD
+1.45%
1 Year
+2.30%
3 Years (annualized)
+3.20%
5 Years (annualized)
+2.12%
10 Years (annualized)
+1.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USMTX 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 1 Year Municipal Bond Index(^BYMBIMBI)
This Mutual Fund (YTD)
+1.45%
Peer Avg (YTD)
+0.15%
vs Peers
+1.30%

USMTX Mutual Fund Performance

USMTX performance across multiple time periods: 1-month 0.31%, YTD 1.45%, 1-year 2.30%, 3-year 3.20%, 5-year 2.12%, 10-year 1.55%.

USMTX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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