NMTRX Mutual Fund

NMTRX Mutual Fund

NAV$9.81
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Returns Overview

1 Month
-1.68%
3 Months
-0.02%
6 Months
+1.04%
YTD
+1.54%
1 Year
+7.23%
3 Years (annualized)
+3.82%
5 Years (annualized)
+0.23%
10 Years (annualized)
+2.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NMTRX 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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+1.54%
Peer Avg (YTD)
+0.23%
vs Peers
+1.31%

NMTRX Mutual Fund Performance

NMTRX performance across multiple time periods: 1-month -1.68%, YTD 1.54%, 1-year 7.23%, 3-year 3.82%, 5-year 0.23%, 10-year 2.16%.

NMTRX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

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