NTFAX Mutual Fund

NTFAX Mutual Fund

NAV$8.46
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Returns Overview

3 Months
-1.60%
6 Months
-2.31%
YTD
-2.72%
1 Year
-3.46%
3 Years (annualized)
+2.77%
5 Years (annualized)
+0.11%
10 Years (annualized)
+1.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NTFAX 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
Bank of America Merrill Lynch 1-22 Year US Municipal Securities Index(^BML22YUSMUS)
This Mutual Fund (YTD)
-2.72%
Peer Avg (YTD)
+1.27%
vs Peers
-3.99%

NTFAX Mutual Fund Performance

NTFAX performance across multiple time periods: YTD -2.72%, 1-year -3.46%, 3-year 2.77%, 5-year 0.11%, 10-year 1.05%.

NTFAX returns trail the peer average of 1.27% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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