NOAZX Mutual Fund

NOAZX Mutual Fund

NAV$9.04
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Returns Overview

1 Month
-3.86%
3 Months
-5.72%
6 Months
-3.67%
YTD
-3.82%
1 Year
-2.25%
3 Years (annualized)
+3.06%
5 Years (annualized)
+0.10%
10 Years (annualized)
+1.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NOAZX 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 Barclays Arizona Municipal Bond Index(^BBAZMUB)
This Mutual Fund (YTD)
-3.82%
Peer Avg (YTD)
-3.84%
vs Peers
+0.02%

NOAZX Mutual Fund Performance

NOAZX performance across multiple time periods: 1-month -3.86%, YTD -3.82%, 1-year -2.25%, 3-year 3.06%, 5-year 0.10%, 10-year 1.33%.

NOAZX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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