NYCXX Mutual Fund

NYCXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.17%
3 Months
+0.46%
6 Months
+0.82%
YTD
+0.96%
1 Year
+1.28%
3 Years (annualized)
+2.02%
5 Years (annualized)
+1.64%
10 Years (annualized)
+1.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NYCXX 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
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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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+0.96%
Peer Avg (YTD)
+2.36%
vs Peers
-1.40%

NYCXX Mutual Fund Performance

NYCXX performance across multiple time periods: 1-month 0.17%, YTD 0.96%, 1-year 1.28%, 3-year 2.02%, 5-year 1.64%, 10-year 1.03%.

NYCXX returns trail the peer average of 2.36% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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