NMVLX Mutual Fund

NMVLX Mutual Fund

NAV$13.84
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Returns Overview

1 Month
-4.36%
3 Months
+0.92%
6 Months
+8.55%
YTD
+10.47%
1 Year
+13.93%
3 Years (annualized)
+10.19%
5 Years (annualized)
+5.49%
10 Years (annualized)
+8.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NMVLX 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)
+10.47%
Peer Avg (YTD)
+6.72%
vs Peers
+3.75%

NMVLX Mutual Fund Performance

NMVLX performance across multiple time periods: 1-month -4.36%, YTD 10.47%, 1-year 13.93%, 3-year 10.19%, 5-year 5.49%, 10-year 8.96%.

NMVLX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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