NMAVX Mutual Fund

NMAVX Mutual Fund

NAV$14.36
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Returns Overview

1 Month
+3.60%
3 Months
+10.17%
6 Months
+7.90%
YTD
+13.17%
1 Year
+16.83%
3 Years (annualized)
+7.52%
5 Years (annualized)
+4.96%
10 Years (annualized)
+8.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NMAVX 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 500 Index(SPX)
This Mutual Fund (YTD)
+13.17%
Peer Avg (YTD)
+9.54%
vs Peers
+3.63%

NMAVX Mutual Fund Performance

NMAVX performance across multiple time periods: 1-month 3.60%, YTD 13.17%, 1-year 16.83%, 3-year 7.52%, 5-year 4.96%, 10-year 8.54%.

NMAVX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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