NYAEX Mutual Fund

NAV$9.95

Returns Overview

1 Month
+0.95%
3 Months
+2.80%
6 Months
+2.79%
YTD
+2.79%
1 Year
+7.60%
3 Years (annualized)
+3.55%
5 Years (annualized)
+0.56%
10 Years (annualized)
+1.77%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg New York Municipal Index(^BBGNYMI)
This Mutual Fund (YTD)
+2.79%
Peer Avg (YTD)
+1.79%
vs Peers
+1.00%

NYAEX Mutual Fund Performance

NYAEX performance across multiple time periods: 1-month 0.95%, YTD 2.79%, 1-year 7.60%, 3-year 3.55%, 5-year 0.56%, 10-year 1.77%.

NYAEX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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