NAFOX Mutual Fund

NAFOX Mutual Fund

NAV$9.63
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Returns Overview

1 Month
-1.57%
3 Months
-0.94%
6 Months
-1.06%
YTD
-0.39%
1 Year
+3.41%
3 Years (annualized)
+1.95%
5 Years (annualized)
-0.46%
10 Years (annualized)
+0.55%

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
PROUpgrade to run
📉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)
-0.39%
Peer Avg (YTD)
+0.23%
vs Peers
-0.62%

NAFOX Mutual Fund Performance

NAFOX performance across multiple time periods: 1-month -1.57%, YTD -0.39%, 1-year 3.41%, 3-year 1.95%, 5-year -0.46%, 10-year 0.55%.

NAFOX returns trail the peer average of 0.23% YTD. With an expense ratio of 1.63%, 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.