MAMTX Mutual Fund

MAMTX Mutual Fund

NAV$9.78
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Returns Overview

1 Month
-4.36%
3 Months
-6.63%
6 Months
-3.65%
YTD
-3.57%
1 Year
-2.90%
3 Years (annualized)
+3.98%
5 Years (annualized)
+0.08%
10 Years (annualized)
+1.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAMTX 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
S&P Municipal Bond Investment Grade Index(^SPMBIGI)
This Mutual Fund (YTD)
-3.57%
Peer Avg (YTD)
-3.82%
vs Peers
+0.25%

MAMTX Mutual Fund Performance

MAMTX performance across multiple time periods: 1-month -4.36%, YTD -3.57%, 1-year -2.90%, 3-year 3.98%, 5-year 0.08%, 10-year 1.68%.

MAMTX returns outperform the peer average of -3.82% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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