NMAVX Mutual Fund

NMAVX Mutual Fund

NAV$13.88
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Returns Overview

1 Month
-4.39%
3 Months
+0.87%
6 Months
+8.46%
YTD
+10.20%
1 Year
+13.63%
3 Years (annualized)
+9.91%
5 Years (annualized)
+5.21%
10 Years (annualized)
+8.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NMAVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.20%
Peer Avg (YTD)
+6.72%
vs Peers
+3.47%

NMAVX Mutual Fund Performance

NMAVX performance across multiple time periods: 1-month -4.39%, YTD 10.20%, 1-year 13.63%, 3-year 9.91%, 5-year 5.21%, 10-year 8.69%.

NMAVX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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