NMULX Mutual Fund

NMULX Mutual Fund

NAV$12.52
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Returns Overview

1 Month
-3.41%
3 Months
-0.65%
6 Months
+8.36%
YTD
+3.75%
1 Year
+5.82%
3 Years (annualized)
+8.75%
5 Years (annualized)
+4.42%
10 Years (annualized)
+8.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NMULX 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)
+3.75%
Peer Avg (YTD)
+9.98%
vs Peers
-6.24%

NMULX Mutual Fund Performance

NMULX performance across multiple time periods: 1-month -3.41%, YTD 3.75%, 1-year 5.82%, 3-year 8.75%, 5-year 4.42%, 10-year 8.67%.

NMULX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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