NYCXX Mutual Fund

NYCXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.15%
3 Months
+0.31%
6 Months
+0.64%
YTD
+0.64%
1 Year
+1.15%
3 Years (annualized)
+2.40%
5 Years (annualized)
+1.86%
10 Years (annualized)
+1.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NYCXX 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
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🏦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 Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+0.64%
Peer Avg (YTD)
+1.18%
vs Peers
-0.53%

NYCXX Mutual Fund Performance

NYCXX performance across multiple time periods: 1-month 0.15%, YTD 0.64%, 1-year 1.15%, 3-year 2.40%, 5-year 1.86%, 10-year 1.12%.

NYCXX returns trail the peer average of 1.18% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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