NOAZX Mutual Fund

NOAZX Mutual Fund

NAV$9.34
See how much of NOAZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.33%
3 Months
-0.88%
6 Months
-1.50%
YTD
-0.65%
1 Year
-0.14%
3 Years (annualized)
+4.07%
5 Years (annualized)
+0.17%
10 Years (annualized)
+1.27%

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)
-0.65%
Peer Avg (YTD)
-0.87%
vs Peers
+0.21%

NOAZX Mutual Fund Performance

NOAZX performance across multiple time periods: 1-month 3.33%, YTD -0.65%, 1-year -0.14%, 3-year 4.07%, 5-year 0.17%, 10-year 1.27%.

NOAZX returns outperform the peer average of -0.87% 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.