NEMAX Mutual Fund

NEMAX Mutual Fund

NAV$29.02
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Returns Overview

1 Month
-4.89%
3 Months
-1.40%
6 Months
+1.36%
YTD
-0.56%
1 Year
+16.89%
3 Years (annualized)
+15.92%
5 Years (annualized)
+2.17%
10 Years (annualized)
+6.42%

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
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📉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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
-0.56%
Peer Avg (YTD)
+23.08%
vs Peers
-23.63%

NEMAX Mutual Fund Performance

NEMAX performance across multiple time periods: 1-month -4.89%, YTD -0.56%, 1-year 16.89%, 3-year 15.92%, 5-year 2.17%, 10-year 6.42%.

NEMAX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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