NSMVX Mutual Fund

NSMVX Mutual Fund

NAV$45.56
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Returns Overview

1 Month
-3.08%
3 Months
-5.49%
6 Months
+11.81%
YTD
+13.52%
1 Year
+9.04%
3 Years (annualized)
+13.85%
5 Years (annualized)
+2.83%
10 Years (annualized)
+9.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSMVX 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
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📉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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+13.52%
Peer Avg (YTD)
+10.34%
vs Peers
+3.18%

NSMVX Mutual Fund Performance

NSMVX performance across multiple time periods: 1-month -3.08%, YTD 13.52%, 1-year 9.04%, 3-year 13.85%, 5-year 2.83%, 10-year 9.01%.

NSMVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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