NAFOX Mutual Fund

NAFOX Mutual Fund

NAV$9.65
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Returns Overview

1 Month
+3.40%
3 Months
-0.34%
6 Months
-1.28%
YTD
-0.90%
1 Year
-0.46%
3 Years (annualized)
+3.24%
5 Years (annualized)
-0.28%
10 Years (annualized)
+0.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NAFOX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦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 Intermediate Index(SAPIINT)
This Mutual Fund (YTD)
-0.90%
Peer Avg (YTD)
-0.87%
vs Peers
-0.04%

NAFOX Mutual Fund Performance

NAFOX performance across multiple time periods: 1-month 3.40%, YTD -0.90%, 1-year -0.46%, 3-year 3.24%, 5-year -0.28%, 10-year 0.64%.

NAFOX returns trail the peer average of -0.87% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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