NVHAX Mutual Fund

NVHAX Mutual Fund

NAV$8.98
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Returns Overview

1 Month
-3.76%
3 Months
-5.19%
6 Months
-3.23%
YTD
-2.82%
1 Year
-1.85%
3 Years (annualized)
+4.27%
5 Years (annualized)
+1.44%
10 Years (annualized)
+2.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NVHAX 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 Short Duration Municipal Yield Index(^SPSDMYI)
This Mutual Fund (YTD)
-2.82%
Peer Avg (YTD)
-3.84%
vs Peers
+1.02%

NVHAX Mutual Fund Performance

NVHAX performance across multiple time periods: 1-month -3.76%, YTD -2.82%, 1-year -1.85%, 3-year 4.27%, 5-year 1.44%, 10-year 2.87%.

NVHAX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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