NCAAX Mutual Fund

NCAAX Mutual Fund

NAV$9.84
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Returns Overview

1 Month
-1.78%
3 Months
-0.18%
6 Months
+0.86%
YTD
+1.28%
1 Year
+6.84%
3 Years (annualized)
+3.39%
5 Years (annualized)
-0.13%
10 Years (annualized)
+1.65%

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)
+1.28%
Peer Avg (YTD)
+0.39%
vs Peers
+0.89%

NCAAX Mutual Fund Performance

NCAAX performance across multiple time periods: 1-month -1.78%, YTD 1.28%, 1-year 6.84%, 3-year 3.39%, 5-year -0.13%, 10-year 1.65%.

NCAAX returns outperform the peer average of 0.39% 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.