NHMAX Mutual Fund

NHMAX Mutual Fund

NAV$13.10
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Returns Overview

1 Month
-6.64%
3 Months
-9.08%
6 Months
-4.74%
YTD
-5.16%
1 Year
-3.93%
3 Years (annualized)
+4.40%
5 Years (annualized)
-0.35%
10 Years (annualized)
+2.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NHMAX 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
S&P Municipal Yield Index(^SPMUHT:SP)
This Mutual Fund (YTD)
-5.16%
Peer Avg (YTD)
-3.84%
vs Peers
-1.32%

NHMAX Mutual Fund Performance

NHMAX performance across multiple time periods: 1-month -6.64%, YTD -5.16%, 1-year -3.93%, 3-year 4.40%, 5-year -0.35%, 10-year 2.88%.

NHMAX returns trail the peer average of -3.84% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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