NSMAX Mutual Fund

NSMAX Mutual Fund

NAV$40.09
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Returns Overview

1 Month
+2.03%
3 Months
+19.34%
6 Months
+21.59%
YTD
+19.52%
1 Year
+36.38%
3 Years (annualized)
+20.39%
5 Years (annualized)
+12.03%
10 Years (annualized)
+11.97%

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)
+19.52%
Peer Avg (YTD)
+10.82%
vs Peers
+8.70%

NSMAX Mutual Fund Performance

NSMAX performance across multiple time periods: 1-month 2.03%, YTD 19.52%, 1-year 36.38%, 3-year 20.39%, 5-year 12.03%, 10-year 11.97%.

NSMAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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