NIMCX Mutual Fund

NAV$16.15

Returns Overview

1 Month
+0.81%
3 Months
-0.02%
6 Months
+0.65%
YTD
+0.45%
1 Year
+3.93%
3 Years (annualized)
+1.76%
5 Years (annualized)
-0.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NIMCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.45%
Peer Avg (YTD)
+0.45%
vs Peers
-0.00%

NIMCX Mutual Fund Performance

NIMCX performance across multiple time periods: 1-month 0.81%, YTD 0.45%, 1-year 3.93%, 3-year 1.76%, 5-year -0.67%.

NIMCX returns trail the peer average of 0.45% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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