NCHRX Mutual Fund

NAV$7.74

Returns Overview

1 Month
+1.02%
3 Months
+2.85%
6 Months
+2.57%
YTD
+2.57%
1 Year
+9.32%
3 Years (annualized)
+4.76%
5 Years (annualized)
-1.32%
10 Years (annualized)
+1.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCHRX 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)
+2.57%
Peer Avg (YTD)
+1.98%
vs Peers
+0.60%

NCHRX Mutual Fund Performance

NCHRX performance across multiple time periods: 1-month 1.02%, YTD 2.57%, 1-year 9.32%, 3-year 4.76%, 5-year -1.32%, 10-year 1.84%.

NCHRX returns outperform the peer average of 1.98% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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