NMIAX Mutual Fund

NAV$30.26

Returns Overview

1 Month
-0.86%
3 Months
+13.45%
6 Months
+7.44%
YTD
+7.18%
1 Year
+21.26%
3 Years (annualized)
+19.12%
5 Years (annualized)
+12.96%
10 Years (annualized)
+14.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NMIAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.18%
Peer Avg (YTD)
+9.51%
vs Peers
-2.33%

NMIAX Mutual Fund Performance

NMIAX performance across multiple time periods: 1-month -0.86%, YTD 7.18%, 1-year 21.26%, 3-year 19.12%, 5-year 12.96%, 10-year 14.67%.

NMIAX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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