NMFAX Mutual Fund

NMFAX Mutual Fund

NAV$18.09
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Returns Overview

1 Month
-0.28%
3 Months
+3.79%
6 Months
+7.87%
YTD
+9.07%
1 Year
+18.04%
3 Years (annualized)
+17.47%
5 Years (annualized)
+10.48%
10 Years (annualized)
+14.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NMFAX 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)
+9.07%
Peer Avg (YTD)
+6.23%
vs Peers
+2.84%

NMFAX Mutual Fund Performance

NMFAX performance across multiple time periods: 1-month -0.28%, YTD 9.07%, 1-year 18.04%, 3-year 17.47%, 5-year 10.48%, 10-year 14.78%.

NMFAX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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