NSMRX Mutual Fund

NSMRX Mutual Fund

NAV$40.50
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Returns Overview

1 Month
-2.22%
3 Months
+3.09%
6 Months
+12.07%
YTD
+19.01%
1 Year
+32.33%
3 Years (annualized)
+18.30%
5 Years (annualized)
+13.05%
10 Years (annualized)
+11.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSMRX 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)
+19.01%
Peer Avg (YTD)
+9.54%
vs Peers
+9.47%

NSMRX Mutual Fund Performance

NSMRX performance across multiple time periods: 1-month -2.22%, YTD 19.01%, 1-year 32.33%, 3-year 18.30%, 5-year 13.05%, 10-year 11.87%.

NSMRX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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