NCAAX Mutual Fund

NCAAX Mutual Fund

NAV$9.37
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Returns Overview

1 Month
-0.09%
3 Months
-0.88%
6 Months
-0.63%
YTD
+1.19%
1 Year
+6.18%
3 Years (annualized)
+3.70%
5 Years (annualized)
-0.05%
10 Years (annualized)
+1.61%

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)
+1.19%
Peer Avg (YTD)
+0.17%
vs Peers
+1.01%

NCAAX Mutual Fund Performance

NCAAX performance across multiple time periods: 1-month -0.09%, YTD 1.19%, 1-year 6.18%, 3-year 3.70%, 5-year -0.05%, 10-year 1.61%.

NCAAX returns outperform the peer average of 0.17% 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.