NMUEX Mutual Fund

NMUEX Mutual Fund

NAV$12.53
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Returns Overview

1 Month
-3.41%
3 Months
-0.49%
6 Months
+8.66%
YTD
+4.28%
1 Year
+6.56%
3 Years (annualized)
+17.36%
5 Years (annualized)
+10.25%
10 Years (annualized)
+13.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NMUEX 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)
+4.28%
Peer Avg (YTD)
+9.98%
vs Peers
-5.70%

NMUEX Mutual Fund Performance

NMUEX performance across multiple time periods: 1-month -3.41%, YTD 4.28%, 1-year 6.56%, 3-year 17.36%, 5-year 10.25%, 10-year 13.47%.

NMUEX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.13%, investors should weigh costs against performance when evaluating this mutual fund.

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