NYAFX Mutual Fund

NYAFX Mutual Fund

NAV$9.39
See how much of NYAFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.41%
3 Months
-1.42%
6 Months
-1.54%
YTD
+0.49%
1 Year
+5.24%
3 Years (annualized)
+3.40%
5 Years (annualized)
+0.27%
10 Years (annualized)
+1.73%

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
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)
+0.49%
Peer Avg (YTD)
+0.15%
vs Peers
+0.34%

NYAFX Mutual Fund Performance

NYAFX performance across multiple time periods: 1-month -0.41%, YTD 0.49%, 1-year 5.24%, 3-year 3.40%, 5-year 0.27%, 10-year 1.73%.

NYAFX returns outperform the peer average of 0.15% 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.