NMHCX Mutual Fund

NAV$9.28

Returns Overview

1 Month
+1.23%
3 Months
+0.53%
6 Months
+1.46%
YTD
+1.30%
1 Year
+5.44%
3 Years (annualized)
+3.69%
5 Years (annualized)
-0.48%
10 Years (annualized)
+1.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NMHCX 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)
+1.30%
Peer Avg (YTD)
+0.45%
vs Peers
+0.85%

NMHCX Mutual Fund Performance

NMHCX performance across multiple time periods: 1-month 1.23%, YTD 1.30%, 1-year 5.44%, 3-year 3.69%, 5-year -0.48%, 10-year 1.36%.

NMHCX returns outperform the peer average of 0.45% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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