NEMAX Mutual Fund

NEMAX Mutual Fund

NAV$28.25
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Returns Overview

1 Month
-3.18%
3 Months
+4.32%
6 Months
+2.86%
YTD
+3.74%
1 Year
+9.29%
3 Years (annualized)
+19.55%
5 Years (annualized)
+4.62%
10 Years (annualized)
+6.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEMAX 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
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📉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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+3.74%
Peer Avg (YTD)
+20.48%
vs Peers
-16.74%

NEMAX Mutual Fund Performance

NEMAX performance across multiple time periods: 1-month -3.18%, YTD 3.74%, 1-year 9.29%, 3-year 19.55%, 5-year 4.62%, 10-year 6.63%.

NEMAX returns trail the peer average of 20.48% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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