MTFGX Mutual Fund

MTFGX Mutual Fund

NAV$9.06
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Returns Overview

1 Month
-3.74%
3 Months
-5.27%
6 Months
-3.59%
YTD
-4.10%
1 Year
-2.80%
3 Years (annualized)
+3.22%
5 Years (annualized)
+0.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTFGX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-15 Year Municipal Bond Index(I06112US)
This Mutual Fund (YTD)
-4.10%
Peer Avg (YTD)
-3.84%
vs Peers
-0.26%

MTFGX Mutual Fund Performance

MTFGX performance across multiple time periods: 1-month -3.74%, YTD -4.10%, 1-year -2.80%, 3-year 3.22%, 5-year 0.97%.

MTFGX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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