NCHAX Mutual Fund

NAV$7.78

Returns Overview

1 Month
+1.14%
3 Months
+3.59%
6 Months
+3.38%
YTD
+3.38%
1 Year
+10.04%
3 Years (annualized)
+4.87%
5 Years (annualized)
-1.36%
10 Years (annualized)
+1.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCHAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Municipal Yield Index(^SPMUHT:SP)
This Mutual Fund (YTD)
+3.38%
Peer Avg (YTD)
+1.98%
vs Peers
+1.41%

NCHAX Mutual Fund Performance

NCHAX performance across multiple time periods: 1-month 1.14%, YTD 3.38%, 1-year 10.04%, 3-year 4.87%, 5-year -1.36%, 10-year 1.72%.

NCHAX returns outperform the peer average of 1.98% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

NCHAX performance comparison shows side-by-side returns with another fund. NCHAX alternatives are available in the Mutual Fund Screener.