NAMAX Mutual Fund

NAMAX Mutual Fund

NAV$17.87
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Returns Overview

1 Month
-4.08%
3 Months
-2.07%
6 Months
+13.42%
YTD
+19.69%
1 Year
+24.44%
3 Years (annualized)
+20.14%
5 Years (annualized)
+12.50%
10 Years (annualized)
+12.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NAMAX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+19.69%
Peer Avg (YTD)
+6.72%
vs Peers
+12.97%

NAMAX Mutual Fund Performance

NAMAX performance across multiple time periods: 1-month -4.08%, YTD 19.69%, 1-year 24.44%, 3-year 20.14%, 5-year 12.50%, 10-year 12.85%.

NAMAX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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