NUSMX Mutual Fund

NUSMX Mutual Fund

NAV$10.00
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Returns Overview

3 Months
+0.42%
6 Months
+1.01%
YTD
+1.72%
1 Year
+2.18%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+1.72%
Peer Avg (YTD)
-0.87%
vs Peers
+2.59%

NUSMX Mutual Fund Performance

NUSMX performance across multiple time periods: YTD 1.72%, 1-year 2.18%.

NUSMX returns outperform the peer average of -0.87% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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