NVHAX Mutual Fund

NAV$9.37

Returns Overview

1 Month
+0.43%
3 Months
+2.07%
6 Months
+2.60%
YTD
+2.50%
1 Year
+4.81%
3 Years (annualized)
+4.67%
5 Years (annualized)
+1.83%
10 Years (annualized)
+3.09%

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
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

Benchmark
S&P Short Duration Municipal Yield Index(^SPSDMYI)
This Mutual Fund (YTD)
+2.50%
Peer Avg (YTD)
+1.79%
vs Peers
+0.71%

NVHAX Mutual Fund Performance

NVHAX performance across multiple time periods: 1-month 0.43%, YTD 2.50%, 1-year 4.81%, 3-year 4.67%, 5-year 1.83%, 10-year 3.09%.

NVHAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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