NAMFX Mutual Fund

NAMFX Mutual Fund

NAV$8.90
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Returns Overview

1 Month
-2.30%
3 Months
-2.42%
6 Months
-0.30%
YTD
-0.57%
1 Year
+0.77%
3 Years (annualized)
+6.49%
5 Years (annualized)
+2.56%
10 Years (annualized)
+3.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NAMFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.57%
Peer Avg (YTD)
+0.50%
vs Peers
-1.07%

NAMFX Mutual Fund Performance

NAMFX performance across multiple time periods: 1-month -2.30%, YTD -0.57%, 1-year 0.77%, 3-year 6.49%, 5-year 2.56%, 10-year 3.44%.

NAMFX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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