USNYX Mutual Fund

USNYX Mutual Fund

NAV$9.81
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Returns Overview

1 Month
-0.84%
3 Months
-2.09%
6 Months
-2.67%
YTD
-0.54%
1 Year
+4.97%
3 Years (annualized)
+3.07%
5 Years (annualized)
-0.22%
10 Years (annualized)
+1.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USNYX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.54%
Peer Avg (YTD)
+0.15%
vs Peers
-0.69%

USNYX Mutual Fund Performance

USNYX performance across multiple time periods: 1-month -0.84%, YTD -0.54%, 1-year 4.97%, 3-year 3.07%, 5-year -0.22%, 10-year 1.41%.

USNYX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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