NMUIX Mutual Fund

NAV$11.01

Returns Overview

1 Month
+0.73%
3 Months
+1.98%
6 Months
+2.15%
YTD
+2.06%
1 Year
+5.81%
3 Years (annualized)
+3.77%
5 Years (annualized)
+0.74%
10 Years (annualized)
+1.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NMUIX 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
Bloomberg 7-Year G.O. Index
This Mutual Fund (YTD)
+2.06%
Peer Avg (YTD)
+1.79%
vs Peers
+0.28%

NMUIX Mutual Fund Performance

NMUIX performance across multiple time periods: 1-month 0.73%, YTD 2.06%, 1-year 5.81%, 3-year 3.77%, 5-year 0.74%, 10-year 1.66%.

NMUIX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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