NMSAX Mutual Fund

NMSAX Mutual Fund

NAV$23.13
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Returns Overview

1 Month
-0.62%
3 Months
+4.42%
6 Months
+11.74%
YTD
+20.45%
1 Year
+23.58%
3 Years (annualized)
+14.17%
5 Years (annualized)
+6.44%
10 Years (annualized)
+10.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NMSAX 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 Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+20.45%
Peer Avg (YTD)
+15.20%
vs Peers
+5.25%

NMSAX Mutual Fund Performance

NMSAX performance across multiple time periods: 1-month -0.62%, YTD 20.45%, 1-year 23.58%, 3-year 14.17%, 5-year 6.44%, 10-year 10.05%.

NMSAX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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