NEMUX Mutual Fund

NEMUX Mutual Fund

NAV$9.02
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Returns Overview

1 Month
-1.81%
3 Months
-0.38%
6 Months
+0.17%
YTD
+0.79%
1 Year
+6.01%
3 Years (annualized)
+1.77%
5 Years (annualized)
-0.58%
10 Years (annualized)
+0.60%

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
PROUpgrade to run
🏦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)
+0.79%
Peer Avg (YTD)
+0.23%
vs Peers
+0.56%

NEMUX Mutual Fund Performance

NEMUX performance across multiple time periods: 1-month -1.81%, YTD 0.79%, 1-year 6.01%, 3-year 1.77%, 5-year -0.58%, 10-year 0.60%.

NEMUX returns outperform the peer average of 0.23% 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.