NYLAX Mutual Fund

NYLAX Mutual Fund

NAV$10.22
See how much of NYLAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.27%
3 Months
-1.98%
6 Months
-2.52%
YTD
-1.93%
1 Year
-2.26%
3 Years (annualized)
+3.15%
5 Years (annualized)
-1.62%
10 Years (annualized)
+0.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NYLAX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-1.93%
Peer Avg (YTD)
-0.87%
vs Peers
-1.07%

NYLAX Mutual Fund Performance

NYLAX performance across multiple time periods: 1-month 3.27%, YTD -1.93%, 1-year -2.26%, 3-year 3.15%, 5-year -1.62%, 10-year 0.43%.

NYLAX returns trail the peer average of -0.87% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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