NHMAX Mutual Fund

NHMAX Mutual Fund

NAV$13.04
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Returns Overview

1 Month
-0.78%
3 Months
-1.69%
6 Months
-1.37%
YTD
+1.12%
1 Year
+7.16%
3 Years (annualized)
+4.40%
5 Years (annualized)
-0.35%
10 Years (annualized)
+2.88%

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
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
S&P Municipal Yield Index(^SPMUHT:SP)
This Mutual Fund (YTD)
+1.12%
Peer Avg (YTD)
+0.15%
vs Peers
+0.97%

NHMAX Mutual Fund Performance

NHMAX performance across multiple time periods: 1-month -0.78%, YTD 1.12%, 1-year 7.16%, 3-year 4.40%, 5-year -0.35%, 10-year 2.88%.

NHMAX returns outperform the peer average of 0.15% 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.