NAKFX Mutual Fund

NAKFX Mutual Fund

NAV$9.80
See how much of NAKFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.00%
3 Months
-1.11%
6 Months
-0.35%
YTD
+0.10%
1 Year
+5.28%
3 Years (annualized)
+2.28%
5 Years (annualized)
-1.09%
10 Years (annualized)
+0.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NAKFX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Municipal Bond California Index(^SAPICA:SP)
This Mutual Fund (YTD)
+0.10%
Peer Avg (YTD)
+0.39%
vs Peers
-0.29%

NAKFX Mutual Fund Performance

NAKFX performance across multiple time periods: 1-month -2.00%, YTD 0.10%, 1-year 5.28%, 3-year 2.28%, 5-year -1.09%, 10-year 0.74%.

NAKFX returns trail the peer average of 0.39% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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