NYAFX Mutual Fund

NYAFX Mutual Fund

NAV$9.85
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Returns Overview

1 Month
-1.97%
3 Months
-0.45%
6 Months
+0.41%
YTD
+0.90%
1 Year
+6.42%
3 Years (annualized)
+3.10%
5 Years (annualized)
+0.24%
10 Years (annualized)
+1.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NYAFX 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)
+0.90%
Peer Avg (YTD)
+0.23%
vs Peers
+0.67%

NYAFX Mutual Fund Performance

NYAFX performance across multiple time periods: 1-month -1.97%, YTD 0.90%, 1-year 6.42%, 3-year 3.10%, 5-year 0.24%, 10-year 1.80%.

NYAFX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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