NIMAX Mutual Fund

NAV$16.15

Returns Overview

1 Month
+0.81%
3 Months
+0.10%
6 Months
+0.96%
YTD
+0.63%
1 Year
+4.64%
3 Years (annualized)
+2.50%
5 Years (annualized)
+0.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NIMAX 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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.63%
Peer Avg (YTD)
+0.45%
vs Peers
+0.18%

NIMAX Mutual Fund Performance

NIMAX performance across multiple time periods: 1-month 0.81%, YTD 0.63%, 1-year 4.64%, 3-year 2.50%, 5-year 0.13%.

NIMAX returns outperform the peer average of 0.45% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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