NCAAX Mutual Fund

NCAAX Mutual Fund

NAV$9.70
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Returns Overview

1 Month
+3.11%
3 Months
-1.39%
6 Months
-1.56%
YTD
-0.43%
1 Year
+0.19%
3 Years (annualized)
+4.55%
5 Years (annualized)
-0.26%
10 Years (annualized)
+1.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCAAX 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 California Index(^SAPICA:SP)
This Mutual Fund (YTD)
-0.43%
Peer Avg (YTD)
-0.12%
vs Peers
-0.32%

NCAAX Mutual Fund Performance

NCAAX performance across multiple time periods: 1-month 3.11%, YTD -0.43%, 1-year 0.19%, 3-year 4.55%, 5-year -0.26%, 10-year 1.47%.

NCAAX returns trail the peer average of -0.12% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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