NMUCX Mutual Fund

NMUCX Mutual Fund

NAV$12.46
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Returns Overview

1 Month
+0.53%
3 Months
+1.50%
6 Months
+5.90%
YTD
+6.69%
1 Year
+10.97%
3 Years (annualized)
+15.19%
5 Years (annualized)
+7.57%
10 Years (annualized)
+12.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NMUCX 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)
+6.69%
Peer Avg (YTD)
+11.21%
vs Peers
-4.52%

NMUCX Mutual Fund Performance

NMUCX performance across multiple time periods: 1-month 0.53%, YTD 6.69%, 1-year 10.97%, 3-year 15.19%, 5-year 7.57%, 10-year 12.30%.

NMUCX returns trail the peer average of 11.21% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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