NMPAX Mutual Fund

NAV$16.01

Returns Overview

1 Month
+3.59%
3 Months
+14.41%
6 Months
+17.24%
YTD
+15.69%
1 Year
+25.68%
3 Years (annualized)
+15.19%
5 Years (annualized)
+8.85%
10 Years (annualized)
+11.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NMPAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+15.69%
Peer Avg (YTD)
+10.82%
vs Peers
+4.87%

NMPAX Mutual Fund Performance

NMPAX performance across multiple time periods: 1-month 3.59%, YTD 15.69%, 1-year 25.68%, 3-year 15.19%, 5-year 8.85%, 10-year 11.59%.

NMPAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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