AZTYX Mutual Fund

AZTYX Mutual Fund

NAV$9.35
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Returns Overview

1 Month
-3.54%
3 Months
-5.13%
6 Months
-3.32%
YTD
-4.01%
1 Year
-2.44%
3 Years (annualized)
+2.83%
5 Years (annualized)
+0.98%
10 Years (annualized)
+3.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AZTYX 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)
-4.01%
Peer Avg (YTD)
-3.84%
vs Peers
-0.17%

AZTYX Mutual Fund Performance

AZTYX performance across multiple time periods: 1-month -3.54%, YTD -4.01%, 1-year -2.44%, 3-year 2.83%, 5-year 0.98%, 10-year 3.02%.

AZTYX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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