MONTX Mutual Fund

MONTX Mutual Fund

NAV$32.35
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Returns Overview

1 Month
-6.88%
3 Months
-2.23%
YTD
+3.78%
1 Year
+0.22%
3 Years (annualized)
+23.87%
5 Years (annualized)
+9.82%
10 Years (annualized)
+14.33%

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
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 500 Index(SPX)
This Mutual Fund (YTD)
+3.78%
Peer Avg (YTD)
+4.64%
vs Peers
-0.86%

MONTX Mutual Fund Performance

MONTX performance across multiple time periods: 1-month -6.88%, YTD 3.78%, 1-year 0.22%, 3-year 23.87%, 5-year 9.82%, 10-year 14.33%.

MONTX returns trail the peer average of 4.64% 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.