NEMUX Mutual Fund

NEMUX Mutual Fund

NAV$9.13
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Returns Overview

1 Month
+0.99%
3 Months
+2.48%
6 Months
+2.64%
YTD
+2.64%
1 Year
+7.30%
3 Years (annualized)
+2.45%
5 Years (annualized)
-0.10%
10 Years (annualized)
+0.80%

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)
+2.64%
Peer Avg (YTD)
+1.79%
vs Peers
+0.86%

NEMUX Mutual Fund Performance

NEMUX performance across multiple time periods: 1-month 0.99%, YTD 2.64%, 1-year 7.30%, 3-year 2.45%, 5-year -0.10%, 10-year 0.80%.

NEMUX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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