NSMAX Mutual Fund

NSMAX Mutual Fund

NAV$38.95
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Returns Overview

1 Month
-2.26%
3 Months
+3.01%
6 Months
+11.94%
YTD
+18.84%
1 Year
+31.97%
3 Years (annualized)
+18.00%
5 Years (annualized)
+12.78%
10 Years (annualized)
+11.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSMAX 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
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📉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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+18.84%
Peer Avg (YTD)
+9.54%
vs Peers
+9.30%

NSMAX Mutual Fund Performance

NSMAX performance across multiple time periods: 1-month -2.26%, YTD 18.84%, 1-year 31.97%, 3-year 18.00%, 5-year 12.78%, 10-year 11.59%.

NSMAX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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