NMAVX Mutual Fund

NAV$14.02

Returns Overview

1 Month
+3.92%
3 Months
+7.52%
6 Months
+9.68%
YTD
+9.25%
1 Year
+13.90%
3 Years (annualized)
+6.76%
5 Years (annualized)
+6.06%
10 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NMAVX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.25%
Peer Avg (YTD)
+10.82%
vs Peers
-1.57%

NMAVX Mutual Fund Performance

NMAVX performance across multiple time periods: 1-month 3.92%, YTD 9.25%, 1-year 13.90%, 3-year 6.76%, 5-year 6.06%, 10-year 9.16%.

NMAVX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

NMAVX performance comparison shows side-by-side returns with another fund. NMAVX alternatives are available in the Mutual Fund Screener.