NYACX Mutual Fund

NAV$9.95

Returns Overview

1 Month
+0.90%
3 Months
+2.63%
6 Months
+2.46%
YTD
+2.46%
1 Year
+6.90%
3 Years (annualized)
+2.88%
5 Years (annualized)
-0.12%
10 Years (annualized)
+1.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NYACX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg New York Municipal Index(^BBGNYMI)
This Mutual Fund (YTD)
+2.46%
Peer Avg (YTD)
+1.79%
vs Peers
+0.67%

NYACX Mutual Fund Performance

NYACX performance across multiple time periods: 1-month 0.90%, YTD 2.46%, 1-year 6.90%, 3-year 2.88%, 5-year -0.12%, 10-year 1.02%.

NYACX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

NYACX performance comparison shows side-by-side returns with another fund. NYACX alternatives are available in the Mutual Fund Screener.