MONTX Mutual Fund

MONTX Mutual Fund

NAV$35.23
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Returns Overview

1 Month
+1.49%
3 Months
-0.09%
6 Months
+21.11%
YTD
+11.45%
1 Year
+11.45%
3 Years (annualized)
+25.84%
5 Years (annualized)
+10.71%
10 Years (annualized)
+14.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MONTX 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 500 Index(SPX)
This Mutual Fund (YTD)
+11.45%
Peer Avg (YTD)
+8.68%
vs Peers
+2.77%

MONTX Mutual Fund Performance

MONTX performance across multiple time periods: 1-month 1.49%, YTD 11.45%, 1-year 11.45%, 3-year 25.84%, 5-year 10.71%, 10-year 14.70%.

MONTX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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