NOAZX Mutual Fund

NOAZX Mutual Fund

NAV$9.41
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Returns Overview

1 Month
-1.71%
3 Months
-0.59%
6 Months
-0.41%
YTD
+0.27%
1 Year
+5.05%
3 Years (annualized)
+2.69%
5 Years (annualized)
+0.07%
10 Years (annualized)
+1.37%

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)
+0.27%
Peer Avg (YTD)
+0.23%
vs Peers
+0.04%

NOAZX Mutual Fund Performance

NOAZX performance across multiple time periods: 1-month -1.71%, YTD 0.27%, 1-year 5.05%, 3-year 2.69%, 5-year 0.07%, 10-year 1.37%.

NOAZX returns outperform the peer average of 0.23% 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.