NMSAX Mutual Fund

NAV$24.55

Returns Overview

1 Month
+7.16%
3 Months
+19.57%
6 Months
+23.61%
YTD
+22.40%
1 Year
+36.91%
3 Years (annualized)
+14.67%
5 Years (annualized)
+6.40%
10 Years (annualized)
+10.93%

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
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
S&P Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+22.40%
Peer Avg (YTD)
+18.52%
vs Peers
+3.88%

NMSAX Mutual Fund Performance

NMSAX performance across multiple time periods: 1-month 7.16%, YTD 22.40%, 1-year 36.91%, 3-year 14.67%, 5-year 6.40%, 10-year 10.93%.

NMSAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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