NHMRX Mutual Fund

NHMRX Mutual Fund

NAV$13.08
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Returns Overview

1 Month
-0.78%
3 Months
-1.58%
6 Months
-1.21%
YTD
+1.32%
1 Year
+7.37%
3 Years (annualized)
+4.15%
5 Years (annualized)
-0.39%
10 Years (annualized)
+2.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NHMRX 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)
+1.32%
Peer Avg (YTD)
+0.15%
vs Peers
+1.17%

NHMRX Mutual Fund Performance

NHMRX performance across multiple time periods: 1-month -0.78%, YTD 1.32%, 1-year 7.37%, 3-year 4.15%, 5-year -0.39%, 10-year 2.71%.

NHMRX returns outperform the peer average of 0.15% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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