NSMVX Mutual Fund

NSMVX Mutual Fund

NAV$45.25
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Returns Overview

1 Month
-0.24%
3 Months
-2.10%
6 Months
+2.94%
YTD
+13.25%
1 Year
+15.59%
3 Years (annualized)
+14.99%
5 Years (annualized)
+2.68%
10 Years (annualized)
+8.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSMVX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+13.25%
Peer Avg (YTD)
+12.21%
vs Peers
+1.04%

NSMVX Mutual Fund Performance

NSMVX performance across multiple time periods: 1-month -0.24%, YTD 13.25%, 1-year 15.59%, 3-year 14.99%, 5-year 2.68%, 10-year 8.66%.

NSMVX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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