NMUCX Mutual Fund

NAV$11.73

Returns Overview

1 Month
-1.15%
3 Months
+8.75%
6 Months
+4.10%
YTD
+3.90%
1 Year
+12.28%
3 Years (annualized)
+4.81%
5 Years (annualized)
+3.05%
10 Years (annualized)
+10.92%

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
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 500 Index(SPX)
This Mutual Fund (YTD)
+3.90%
Peer Avg (YTD)
+9.51%
vs Peers
-5.60%

NMUCX Mutual Fund Performance

NMUCX performance across multiple time periods: 1-month -1.15%, YTD 3.90%, 1-year 12.28%, 3-year 4.81%, 5-year 3.05%, 10-year 10.92%.

NMUCX returns trail the peer average of 9.51% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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