NMUAX Mutual Fund

NMUAX Mutual Fund

NAV$12.49
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Returns Overview

1 Month
-3.52%
3 Months
-0.74%
6 Months
+8.07%
YTD
+3.43%
1 Year
+5.31%
3 Years (annualized)
+16.06%
5 Years (annualized)
+8.37%
10 Years (annualized)
+12.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NMUAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.43%
Peer Avg (YTD)
+9.98%
vs Peers
-6.55%

NMUAX Mutual Fund Performance

NMUAX performance across multiple time periods: 1-month -3.52%, YTD 3.43%, 1-year 5.31%, 3-year 16.06%, 5-year 8.37%, 10-year 12.51%.

NMUAX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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