NTAUX Mutual Fund

NTAUX Mutual Fund

NAV$10.16
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Returns Overview

1 Month
+1.26%
3 Months
+0.67%
6 Months
+1.20%
YTD
+2.03%
1 Year
+2.59%
3 Years (annualized)
+3.58%
5 Years (annualized)
+2.67%
10 Years (annualized)
+1.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NTAUX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Municipal Bond Index
This Mutual Fund (YTD)
+2.03%
Peer Avg (YTD)
+1.93%
vs Peers
+0.10%

NTAUX Mutual Fund Performance

NTAUX performance across multiple time periods: 1-month 1.26%, YTD 2.03%, 1-year 2.59%, 3-year 3.58%, 5-year 2.67%, 10-year 1.91%.

NTAUX returns outperform the peer average of 1.93% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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