# Northern Tax-Exempt (NOTEX)

> Source: Nexqual · https://nexqual.com/NOTEX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Northern Tax-Exempt (NOTEX), nexqual.com/NOTEX" · informational, not investment advice.

**Price:** USD 9.18 (+0.22% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 9.16 · day 9.18–9.18 · 52w 8.86–9.7 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y -1.1% vs S&P 500 +13.4%; 5Y -0.7% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | -1.1% | -0.7% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | -1.1% | -0.1% |
| Volatility (annualized) | 3.7% | 5.7% |
| Max drawdown | -7.0% (Jun 2026→Sep 2026) | -15.8% (Dec 2021→Oct 2022) |

## Peers
NOITX (Northern Funds Intermediate Tax) USD 9.58 +0.00% · NHFIX (Northern High Yield Fixed Incom) USD 5.81 +0.00% · TWTIX (American Century Intermediate-T) USD 10.45 +0.00% · SWNTX (Schwab Tax-Free Bond Fund™",) USD 10.52 -0.00% · ABHYX (American Century High-Yield Mun) USD 8.35 -0.00%

## More
Full page: https://nexqual.com/NOTEX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt