NAAGX Mutual Fund

NAV$9.06

Returns Overview

1 Month
+0.66%
3 Months
+2.31%
6 Months
+2.29%
YTD
+2.29%
1 Year
+6.08%
3 Years (annualized)
+2.40%
5 Years (annualized)
-0.77%
10 Years (annualized)
+0.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NAAGX 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
S&P Municipal Bond Massachusetts Index(^SPMBSBMI)
This Mutual Fund (YTD)
+2.29%
Peer Avg (YTD)
+1.79%
vs Peers
+0.51%

NAAGX Mutual Fund Performance

NAAGX performance across multiple time periods: 1-month 0.66%, YTD 2.29%, 1-year 6.08%, 3-year 2.40%, 5-year -0.77%, 10-year 0.69%.

NAAGX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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