NMVZX Mutual Fund

NAV$14.49

Returns Overview

1 Month
+3.99%
3 Months
+7.58%
6 Months
+9.82%
YTD
+9.47%
1 Year
+14.35%
3 Years (annualized)
+7.18%
5 Years (annualized)
+4.85%

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
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)
+9.47%
Peer Avg (YTD)
+10.82%
vs Peers
-1.35%

NMVZX Mutual Fund Performance

NMVZX performance across multiple time periods: 1-month 3.99%, YTD 9.47%, 1-year 14.35%, 3-year 7.18%, 5-year 4.85%.

NMVZX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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