NOAZX Mutual Fund

NOAZX Mutual Fund

NAV$9.02
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Returns Overview

1 Month
-0.23%
3 Months
-1.22%
6 Months
-1.82%
YTD
+0.04%
1 Year
+3.93%
3 Years (annualized)
+3.06%
5 Years (annualized)
+0.10%
10 Years (annualized)
+1.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NOAZX 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
Bloomberg Barclays Arizona Municipal Bond Index(^BBAZMUB)
This Mutual Fund (YTD)
+0.04%
Peer Avg (YTD)
+0.15%
vs Peers
-0.11%

NOAZX Mutual Fund Performance

NOAZX performance across multiple time periods: 1-month -0.23%, YTD 0.04%, 1-year 3.93%, 3-year 3.06%, 5-year 0.10%, 10-year 1.33%.

NOAZX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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