NSMCX Mutual Fund

NSMCX Mutual Fund

NAV$30.72
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Returns Overview

1 Month
-2.35%
3 Months
+2.81%
6 Months
+11.52%
YTD
+18.34%
1 Year
+30.96%
3 Years (annualized)
+17.10%
5 Years (annualized)
+12.61%
10 Years (annualized)
+10.76%

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)
+18.34%
Peer Avg (YTD)
+9.54%
vs Peers
+8.80%

NSMCX Mutual Fund Performance

NSMCX performance across multiple time periods: 1-month -2.35%, YTD 18.34%, 1-year 30.96%, 3-year 17.10%, 5-year 12.61%, 10-year 10.76%.

NSMCX returns outperform the peer average of 9.54% 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.