NMCAX Mutual Fund

NMCAX Mutual Fund

NAV$16.95
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Returns Overview

1 Month
-5.21%
3 Months
+5.54%
6 Months
+6.01%
YTD
+5.88%
1 Year
+1.46%
3 Years (annualized)
+8.90%
5 Years (annualized)
+2.57%
10 Years (annualized)
+10.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NMCAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.88%
Peer Avg (YTD)
+9.54%
vs Peers
-3.66%

NMCAX Mutual Fund Performance

NMCAX performance across multiple time periods: 1-month -5.21%, YTD 5.88%, 1-year 1.46%, 3-year 8.90%, 5-year 2.57%, 10-year 10.03%.

NMCAX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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