NMVLX Mutual Fund

NAV$13.97

Returns Overview

1 Month
+4.03%
3 Months
+7.56%
6 Months
+9.82%
YTD
+9.47%
1 Year
+14.24%
3 Years (annualized)
+7.05%
5 Years (annualized)
+4.73%
10 Years (annualized)
+8.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NMVLX 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)
+9.47%
Peer Avg (YTD)
+10.82%
vs Peers
-1.35%

NMVLX Mutual Fund Performance

NMVLX performance across multiple time periods: 1-month 4.03%, YTD 9.47%, 1-year 14.24%, 3-year 7.05%, 5-year 4.73%, 10-year 8.60%.

NMVLX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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