NAMAX Mutual Fund

NAMAX Mutual Fund

NAV$18.49
See how much of NAMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.02%
3 Months
+7.51%
6 Months
+19.60%
YTD
+25.24%
1 Year
+35.46%
3 Years (annualized)
+18.09%
5 Years (annualized)
+12.53%
10 Years (annualized)
+12.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NAMAX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+25.24%
Peer Avg (YTD)
+9.54%
vs Peers
+15.70%

NAMAX Mutual Fund Performance

NAMAX performance across multiple time periods: 1-month 1.02%, YTD 25.24%, 1-year 35.46%, 3-year 18.09%, 5-year 12.53%, 10-year 12.76%.

NAMAX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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