NEMAX Mutual Fund

NEMAX Mutual Fund

NAV$28.14
See how much of NEMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.08%
3 Months
+2.48%
6 Months
-3.41%
YTD
+9.21%
1 Year
+21.10%
3 Years (annualized)
+19.55%
5 Years (annualized)
+4.62%
10 Years (annualized)
+6.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEMAX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+9.21%
Peer Avg (YTD)
+20.14%
vs Peers
-10.93%

NEMAX Mutual Fund Performance

NEMAX performance across multiple time periods: 1-month 1.08%, YTD 9.21%, 1-year 21.10%, 3-year 19.55%, 5-year 4.62%, 10-year 6.63%.

NEMAX returns trail the peer average of 20.14% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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