NCHRX Mutual Fund

NCHRX Mutual Fund

NAV$7.18
See how much of NCHRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.54%
3 Months
-9.71%
6 Months
-6.06%
YTD
-6.31%
1 Year
-4.13%
3 Years (annualized)
+4.49%
5 Years (annualized)
-2.11%
10 Years (annualized)
+1.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCHRX 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)
-6.31%
Peer Avg (YTD)
-3.88%
vs Peers
-2.44%

NCHRX Mutual Fund Performance

NCHRX performance across multiple time periods: 1-month -6.54%, YTD -6.31%, 1-year -4.13%, 3-year 4.49%, 5-year -2.11%, 10-year 1.37%.

NCHRX returns trail the peer average of -3.88% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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