NYACX Mutual Fund

NYACX Mutual Fund

NAV$9.59
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Returns Overview

1 Month
-2.03%
3 Months
-0.68%
6 Months
-0.04%
YTD
+0.37%
1 Year
+5.45%
3 Years (annualized)
+2.17%
5 Years (annualized)
-0.68%
10 Years (annualized)
+0.80%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg New York Municipal Index(^BBGNYMI)
This Mutual Fund (YTD)
+0.37%
Peer Avg (YTD)
+0.23%
vs Peers
+0.14%

NYACX Mutual Fund Performance

NYACX performance across multiple time periods: 1-month -2.03%, YTD 0.37%, 1-year 5.45%, 3-year 2.17%, 5-year -0.68%, 10-year 0.80%.

NYACX returns outperform the peer average of 0.23% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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