NOTIX Mutual Fund

NOTIX Mutual Fund

NAV$9.86
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Returns Overview

1 Month
-4.63%
3 Months
-6.66%
6 Months
-3.25%
YTD
-3.30%
1 Year
-1.42%
3 Years (annualized)
+0.29%
5 Years (annualized)
-4.01%
10 Years (annualized)
-2.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NOTIX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-3.30%
Peer Avg (YTD)
-3.84%
vs Peers
+0.54%

NOTIX Mutual Fund Performance

NOTIX performance across multiple time periods: 1-month -4.63%, YTD -3.30%, 1-year -1.42%, 3-year 0.29%, 5-year -4.01%, 10-year -2.07%.

NOTIX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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