ETNCX Mutual Fund

NAV$8.35

Returns Overview

1 Month
+0.86%
3 Months
+2.73%
6 Months
+2.55%
YTD
+2.55%
1 Year
+7.57%
3 Years (annualized)
+3.72%
5 Years (annualized)
+0.94%
10 Years (annualized)
+1.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETNCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg North Carolina Municipal Bond Index
This Mutual Fund (YTD)
+2.55%
Peer Avg (YTD)
+1.79%
vs Peers
+0.76%

ETNCX Mutual Fund Performance

ETNCX performance across multiple time periods: 1-month 0.86%, YTD 2.55%, 1-year 7.57%, 3-year 3.72%, 5-year 0.94%, 10-year 1.64%.

ETNCX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

ETNCX performance comparison shows side-by-side returns with another fund. ETNCX alternatives are available in the Mutual Fund Screener.