NAKFX Mutual Fund

NAKFX Mutual Fund

NAV$9.66
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Returns Overview

1 Month
+3.05%
3 Months
-1.61%
6 Months
-1.99%
YTD
-1.03%
1 Year
-0.55%
3 Years (annualized)
+3.75%
5 Years (annualized)
-1.06%
10 Years (annualized)
+0.69%

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
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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)
-1.03%
Peer Avg (YTD)
-0.12%
vs Peers
-0.92%

NAKFX Mutual Fund Performance

NAKFX performance across multiple time periods: 1-month 3.05%, YTD -1.03%, 1-year -0.55%, 3-year 3.75%, 5-year -1.06%, 10-year 0.69%.

NAKFX returns trail the peer average of -0.12% 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.