NEMUX Mutual Fund

NEMUX Mutual Fund

NAV$8.87
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Returns Overview

1 Month
+2.56%
3 Months
-2.65%
6 Months
-3.03%
YTD
-1.89%
1 Year
-1.45%
3 Years (annualized)
+2.60%
5 Years (annualized)
-0.89%
10 Years (annualized)
+0.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEMUX 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
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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
Bloomberg US Municipal Bond Index
This Mutual Fund (YTD)
-1.89%
Peer Avg (YTD)
-0.87%
vs Peers
-1.02%

NEMUX Mutual Fund Performance

NEMUX performance across multiple time periods: 1-month 2.56%, YTD -1.89%, 1-year -1.45%, 3-year 2.60%, 5-year -0.89%, 10-year 0.49%.

NEMUX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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