NUSMX Mutual Fund

NAV$10.00

Returns Overview

1 Month
+0.21%
3 Months
+0.64%
6 Months
+1.11%
YTD
+1.11%
1 Year
+2.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NUSMX 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

This Mutual Fund (YTD)
+1.11%
Peer Avg (YTD)
+1.79%
vs Peers
-0.68%

NUSMX Mutual Fund Performance

NUSMX performance across multiple time periods: 1-month 0.21%, YTD 1.11%, 1-year 2.37%.

NUSMX returns trail the peer average of 1.79% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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