NACMX Mutual Fund

NACMX Mutual Fund

NAV$9.70
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Returns Overview

1 Month
-1.49%
3 Months
-0.72%
6 Months
-1.17%
YTD
-0.23%
1 Year
+3.52%
3 Years (annualized)
+2.37%
5 Years (annualized)
+0.30%
10 Years (annualized)
+1.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NACMX 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
Bloomberg California 3-15 Year Blend Municipal Bond Index
This Mutual Fund (YTD)
-0.23%
Peer Avg (YTD)
+0.39%
vs Peers
-0.62%

NACMX Mutual Fund Performance

NACMX performance across multiple time periods: 1-month -1.49%, YTD -0.23%, 1-year 3.52%, 3-year 2.37%, 5-year 0.30%, 10-year 1.33%.

NACMX returns trail the peer average of 0.39% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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