NACCX Mutual Fund

NACCX Mutual Fund

NAV$9.18
See how much of NACCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.20%
3 Months
-7.46%
6 Months
-4.78%
YTD
-5.10%
1 Year
-3.66%
3 Years (annualized)
+2.84%
5 Years (annualized)
-0.56%
10 Years (annualized)
+0.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NACCX 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
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
-5.10%
Peer Avg (YTD)
-3.84%
vs Peers
-1.26%

NACCX Mutual Fund Performance

NACCX performance across multiple time periods: 1-month -5.20%, YTD -5.10%, 1-year -3.66%, 3-year 2.84%, 5-year -0.56%, 10-year 0.92%.

NACCX returns trail the peer average of -3.84% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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