NSMCX Mutual Fund

NSMCX Mutual Fund

NAV$28.80
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Returns Overview

1 Month
-2.05%
3 Months
-2.46%
6 Months
+7.68%
YTD
+15.92%
1 Year
+21.27%
3 Years (annualized)
+17.24%
5 Years (annualized)
+11.99%
10 Years (annualized)
+14.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSMCX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+15.92%
Peer Avg (YTD)
+9.89%
vs Peers
+6.03%

NSMCX Mutual Fund Performance

NSMCX performance across multiple time periods: 1-month -2.05%, YTD 15.92%, 1-year 21.27%, 3-year 17.24%, 5-year 11.99%, 10-year 14.63%.

NSMCX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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