NOTCX Mutual Fund

NOTCX Mutual Fund

NAV$10.38
See how much of NOTCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.02%
3 Months
+0.11%
6 Months
+0.56%
YTD
+1.00%
1 Year
+6.88%
3 Years (annualized)
+3.68%
5 Years (annualized)
-0.73%
10 Years (annualized)
+1.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NOTCX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.00%
Peer Avg (YTD)
+0.23%
vs Peers
+0.77%

NOTCX Mutual Fund Performance

NOTCX performance across multiple time periods: 1-month -2.02%, YTD 1.00%, 1-year 6.88%, 3-year 3.68%, 5-year -0.73%, 10-year 1.18%.

NOTCX returns outperform the peer average of 0.23% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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