NAAGX Mutual Fund

NAAGX Mutual Fund

NAV$8.57
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Returns Overview

1 Month
-4.80%
3 Months
-6.67%
6 Months
-4.31%
YTD
-4.33%
1 Year
-2.96%
3 Years (annualized)
+2.13%
5 Years (annualized)
-1.15%
10 Years (annualized)
+0.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NAAGX 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
S&P Municipal Bond Massachusetts Index(^SPMBSBMI)
This Mutual Fund (YTD)
-4.33%
Peer Avg (YTD)
-3.84%
vs Peers
-0.49%

NAAGX Mutual Fund Performance

NAAGX performance across multiple time periods: 1-month -4.80%, YTD -4.33%, 1-year -2.96%, 3-year 2.13%, 5-year -1.15%, 10-year 0.53%.

NAAGX returns trail the peer average of -3.84% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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