NAAGX Mutual Fund

NAAGX Mutual Fund

NAV$8.99
See how much of NAAGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.85%
3 Months
-0.89%
6 Months
+0.07%
YTD
+0.40%
1 Year
+4.95%
3 Years (annualized)
+1.71%
5 Years (annualized)
-1.29%
10 Years (annualized)
+0.52%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Municipal Bond Massachusetts Index(^SPMBSBMI)
This Mutual Fund (YTD)
+0.40%
Peer Avg (YTD)
+0.23%
vs Peers
+0.17%

NAAGX Mutual Fund Performance

NAAGX performance across multiple time periods: 1-month -1.85%, YTD 0.40%, 1-year 4.95%, 3-year 1.71%, 5-year -1.29%, 10-year 0.52%.

NAAGX returns outperform the peer average of 0.23% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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