NYAEX Mutual Fund

NYAEX Mutual Fund

NAV$9.85
See how much of NYAEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.98%
3 Months
-0.52%
6 Months
+0.28%
YTD
+0.75%
1 Year
+6.14%
3 Years (annualized)
+2.81%
5 Years (annualized)
-0.00%
10 Years (annualized)
+1.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NYAEX 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 New York Municipal Index(^BBGNYMI)
This Mutual Fund (YTD)
+0.75%
Peer Avg (YTD)
+0.23%
vs Peers
+0.52%

NYAEX Mutual Fund Performance

NYAEX performance across multiple time periods: 1-month -1.98%, YTD 0.75%, 1-year 6.14%, 3-year 2.81%, 5-year -0.00%, 10-year 1.58%.

NYAEX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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