MEMTX Mutual Fund

MEMTX Mutual Fund

NAV$9.77
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Returns Overview

1 Month
-4.28%
3 Months
-6.59%
6 Months
-3.66%
YTD
-3.72%
1 Year
-3.01%
3 Years (annualized)
+3.74%
5 Years (annualized)
-0.18%
10 Years (annualized)
+1.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEMTX 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
S&P Municipal Bond Investment Grade Index(^SPMBIGI)
This Mutual Fund (YTD)
-3.72%
Peer Avg (YTD)
-3.84%
vs Peers
+0.12%

MEMTX Mutual Fund Performance

MEMTX performance across multiple time periods: 1-month -4.28%, YTD -3.72%, 1-year -3.01%, 3-year 3.74%, 5-year -0.18%, 10-year 1.44%.

MEMTX returns outperform the peer average of -3.84% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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