NSVAX Mutual Fund

NSVAX Mutual Fund

NAV$14.93
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Returns Overview

1 Month
-0.50%
3 Months
+7.45%
6 Months
+14.24%
YTD
+23.77%
1 Year
+27.33%
3 Years (annualized)
+17.06%
5 Years (annualized)
+9.60%
10 Years (annualized)
+10.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSVAX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+23.77%
Peer Avg (YTD)
+15.20%
vs Peers
+8.57%

NSVAX Mutual Fund Performance

NSVAX performance across multiple time periods: 1-month -0.50%, YTD 23.77%, 1-year 27.33%, 3-year 17.06%, 5-year 9.60%, 10-year 10.54%.

NSVAX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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