NMAAX Mutual Fund

NMAAX Mutual Fund

NAV$9.12
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.54%
3 Months
+2.23%
6 Months
+2.42%
YTD
+2.42%
1 Year
+6.65%
3 Years (annualized)
+3.10%
5 Years (annualized)
-0.07%
10 Years (annualized)
+1.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NMAAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Municipal Bond Massachusetts Index(^SPMBSBMI)
This Mutual Fund (YTD)
+2.42%
Peer Avg (YTD)
+1.79%
vs Peers
+0.64%

NMAAX Mutual Fund Performance

NMAAX performance across multiple time periods: 1-month 0.54%, YTD 2.42%, 1-year 6.65%, 3-year 3.10%, 5-year -0.07%, 10-year 1.46%.

NMAAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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