NSMRX Mutual Fund

NAV$41.68

Returns Overview

1 Month
+2.03%
3 Months
+19.38%
6 Months
+21.72%
YTD
+19.65%
1 Year
+36.69%
3 Years (annualized)
+20.77%
5 Years (annualized)
+12.79%
10 Years (annualized)
+12.50%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+19.65%
Peer Avg (YTD)
+10.82%
vs Peers
+8.83%

NSMRX Mutual Fund Performance

NSMRX performance across multiple time periods: 1-month 2.03%, YTD 19.65%, 1-year 36.69%, 3-year 20.77%, 5-year 12.79%, 10-year 12.50%.

NSMRX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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