NAMAX Mutual Fund

NAV$18.30

Returns Overview

1 Month
+6.37%
3 Months
+15.82%
6 Months
+23.98%
YTD
+22.23%
1 Year
+37.00%
3 Years (annualized)
+18.97%
5 Years (annualized)
+12.27%
10 Years (annualized)
+12.97%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+22.23%
Peer Avg (YTD)
+10.82%
vs Peers
+11.41%

NAMAX Mutual Fund Performance

NAMAX performance across multiple time periods: 1-month 6.37%, YTD 22.23%, 1-year 37.00%, 3-year 18.97%, 5-year 12.27%, 10-year 12.97%.

NAMAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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