NCHAX Mutual Fund

NCHAX Mutual Fund

NAV$7.19
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Returns Overview

1 Month
-6.53%
3 Months
-9.82%
6 Months
-6.23%
YTD
-6.41%
1 Year
-4.29%
3 Years (annualized)
+4.31%
5 Years (annualized)
-2.31%
10 Years (annualized)
+1.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCHAX 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
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📉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 Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
-6.41%
Peer Avg (YTD)
-3.88%
vs Peers
-2.54%

NCHAX Mutual Fund Performance

NCHAX performance across multiple time periods: 1-month -6.53%, YTD -6.41%, 1-year -4.29%, 3-year 4.31%, 5-year -2.31%, 10-year 1.14%.

NCHAX returns trail the peer average of -3.88% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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