NHMAX Mutual Fund

NHMAX Mutual Fund

NAV$14.08
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Returns Overview

1 Month
-2.31%
3 Months
+0.09%
6 Months
+1.38%
YTD
+1.91%
1 Year
+9.15%
3 Years (annualized)
+3.77%
5 Years (annualized)
-0.32%
10 Years (annualized)
+2.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NHMAX 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
S&P Municipal Yield Index(^SPMUHT:SP)
This Mutual Fund (YTD)
+1.91%
Peer Avg (YTD)
+0.23%
vs Peers
+1.68%

NHMAX Mutual Fund Performance

NHMAX performance across multiple time periods: 1-month -2.31%, YTD 1.91%, 1-year 9.15%, 3-year 3.77%, 5-year -0.32%, 10-year 2.97%.

NHMAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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