NACMX Mutual Fund

NACMX Mutual Fund

NAV$9.42
See how much of NACMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.06%
3 Months
-4.57%
6 Months
-3.11%
YTD
-3.35%
1 Year
-1.90%
3 Years (annualized)
+2.56%
5 Years (annualized)
+0.35%
10 Years (annualized)
+1.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NACMX 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 California 3-15 Year Blend Municipal Bond Index
This Mutual Fund (YTD)
-3.35%
Peer Avg (YTD)
-3.88%
vs Peers
+0.53%

NACMX Mutual Fund Performance

NACMX performance across multiple time periods: 1-month -3.06%, YTD -3.35%, 1-year -1.90%, 3-year 2.56%, 5-year 0.35%, 10-year 1.31%.

NACMX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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