NYLAX Mutual Fund

NAV$10.44

Returns Overview

1 Month
+1.11%
3 Months
+2.73%
6 Months
+2.11%
YTD
+2.11%
1 Year
+5.73%
3 Years (annualized)
+2.51%
5 Years (annualized)
-0.72%
10 Years (annualized)
+0.97%

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

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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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.11%
Peer Avg (YTD)
+1.79%
vs Peers
+0.32%

NYLAX Mutual Fund Performance

NYLAX performance across multiple time periods: 1-month 1.11%, YTD 2.11%, 1-year 5.73%, 3-year 2.51%, 5-year -0.72%, 10-year 0.97%.

NYLAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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