NMVLX Mutual Fund

NMVLX Mutual Fund

NAV$13.97
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Returns Overview

1 Month
+3.61%
3 Months
+10.31%
6 Months
+8.11%
YTD
+13.41%
1 Year
+17.19%
3 Years (annualized)
+7.81%
5 Years (annualized)
+5.26%
10 Years (annualized)
+8.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NMVLX 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)
+13.41%
Peer Avg (YTD)
+9.54%
vs Peers
+3.87%

NMVLX Mutual Fund Performance

NMVLX performance across multiple time periods: 1-month 3.61%, YTD 13.41%, 1-year 17.19%, 3-year 7.81%, 5-year 5.26%, 10-year 8.83%.

NMVLX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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