NACCX Mutual Fund

NACCX Mutual Fund

NAV$9.65
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Returns Overview

1 Month
-2.00%
3 Months
-0.65%
6 Months
-0.04%
YTD
+0.50%
1 Year
+5.66%
3 Years (annualized)
+2.47%
5 Years (annualized)
-0.58%
10 Years (annualized)
+0.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NACCX 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 Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+0.50%
Peer Avg (YTD)
+0.23%
vs Peers
+0.27%

NACCX Mutual Fund Performance

NACCX performance across multiple time periods: 1-month -2.00%, YTD 0.50%, 1-year 5.66%, 3-year 2.47%, 5-year -0.58%, 10-year 0.98%.

NACCX 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.

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