NCHAX Mutual Fund

NCHAX Mutual Fund

NAV$7.49
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Returns Overview

1 Month
+3.63%
3 Months
-3.12%
6 Months
-3.52%
YTD
-2.24%
1 Year
-1.65%
3 Years (annualized)
+6.54%
5 Years (annualized)
-2.46%
10 Years (annualized)
+1.11%

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
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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 Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
-2.24%
Peer Avg (YTD)
-0.12%
vs Peers
-2.12%

NCHAX Mutual Fund Performance

NCHAX performance across multiple time periods: 1-month 3.63%, YTD -2.24%, 1-year -1.65%, 3-year 6.54%, 5-year -2.46%, 10-year 1.11%.

NCHAX returns trail the peer average of -0.12% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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