NAJPX Mutual Fund

NAV$9.56
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Returns Overview

1 Month
+0.73%
3 Months
+1.89%
6 Months
+1.95%
YTD
+1.95%
1 Year
+5.92%
3 Years (annualized)
+2.57%
5 Years (annualized)
-0.63%
10 Years (annualized)
+0.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NAJPX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Municipal Bond New York Index(^SAPINY:SP)
This Mutual Fund (YTD)
+1.95%
Peer Avg (YTD)
+1.79%
vs Peers
+0.17%

NAJPX Mutual Fund Performance

NAJPX performance across multiple time periods: 1-month 0.73%, YTD 1.95%, 1-year 5.92%, 3-year 2.57%, 5-year -0.63%, 10-year 0.83%.

NAJPX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

NAJPX performance comparison shows side-by-side returns with another fund. NAJPX alternatives are available in the Mutual Fund Screener.