NVHAX Mutual Fund

NVHAX Mutual Fund

NAV$9.32
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Returns Overview

1 Month
-1.17%
3 Months
+0.77%
6 Months
+0.57%
YTD
+1.30%
1 Year
+4.60%
3 Years (annualized)
+4.30%
5 Years (annualized)
+1.59%
10 Years (annualized)
+2.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NVHAX 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
S&P Short Duration Municipal Yield Index(^SPSDMYI)
This Mutual Fund (YTD)
+1.30%
Peer Avg (YTD)
+0.23%
vs Peers
+1.07%

NVHAX Mutual Fund Performance

NVHAX performance across multiple time periods: 1-month -1.17%, YTD 1.30%, 1-year 4.60%, 3-year 4.30%, 5-year 1.59%, 10-year 2.83%.

NVHAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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