NTAUX Mutual Fund

NTAUX Mutual Fund

NAV$10.08
See how much of NTAUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.93%
3 Months
-0.65%
6 Months
+0.22%
YTD
+0.79%
1 Year
+1.39%
3 Years (annualized)
+3.56%
5 Years (annualized)
+2.53%
10 Years (annualized)
+1.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NTAUX 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 US Municipal Bond Index
This Mutual Fund (YTD)
+0.79%
Peer Avg (YTD)
+0.50%
vs Peers
+0.29%

NTAUX Mutual Fund Performance

NTAUX performance across multiple time periods: 1-month -0.93%, YTD 0.79%, 1-year 1.39%, 3-year 3.56%, 5-year 2.53%, 10-year 1.85%.

NTAUX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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