ETMAX Mutual Fund

ETMAX Mutual Fund

NAV$7.32
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Returns Overview

1 Month
-4.54%
3 Months
-6.65%
6 Months
-4.27%
YTD
-4.46%
1 Year
-3.04%
3 Years (annualized)
+2.45%
5 Years (annualized)
-0.37%
10 Years (annualized)
+0.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETMAX 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 Massachusetts Municipal Bond Index
This Mutual Fund (YTD)
-4.46%
Peer Avg (YTD)
-3.84%
vs Peers
-0.62%

ETMAX Mutual Fund Performance

ETMAX performance across multiple time periods: 1-month -4.54%, YTD -4.46%, 1-year -3.04%, 3-year 2.45%, 5-year -0.37%, 10-year 0.98%.

ETMAX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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