NMFAX Mutual Fund

NMFAX Mutual Fund

NAV$18.24
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Returns Overview

1 Month
+2.49%
3 Months
+0.93%
6 Months
+11.17%
YTD
+11.79%
1 Year
+18.65%
3 Years (annualized)
+19.15%
5 Years (annualized)
+10.31%
10 Years (annualized)
+15.16%

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)
+11.79%
Peer Avg (YTD)
+8.51%
vs Peers
+3.28%

NMFAX Mutual Fund Performance

NMFAX performance across multiple time periods: 1-month 2.49%, YTD 11.79%, 1-year 18.65%, 3-year 19.15%, 5-year 10.31%, 10-year 15.16%.

NMFAX returns outperform the peer average of 8.51% 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.