NMVZX Mutual Fund

NMVZX Mutual Fund

NAV$14.94
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Returns Overview

1 Month
+4.58%
3 Months
+1.85%
6 Months
+12.43%
YTD
+15.57%
1 Year
+20.46%
3 Years (annualized)
+13.85%
5 Years (annualized)
+5.89%
10 Years (annualized)
+8.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NMVZX 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)
+15.57%
Peer Avg (YTD)
+8.01%
vs Peers
+7.56%

NMVZX Mutual Fund Performance

NMVZX performance across multiple time periods: 1-month 4.58%, YTD 15.57%, 1-year 20.46%, 3-year 13.85%, 5-year 5.89%, 10-year 8.97%.

NMVZX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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