NSMCX Mutual Fund

NAV$30.79

Returns Overview

1 Month
-0.39%
3 Months
+3.81%
6 Months
+10.00%
YTD
+16.36%
1 Year
+35.39%
3 Years (annualized)
+19.48%
5 Years (annualized)
+12.88%
10 Years (annualized)
+15.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSMCX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+16.36%
Peer Avg (YTD)
+10.82%
vs Peers
+5.55%

NSMCX Mutual Fund Performance

NSMCX performance across multiple time periods: 1-month -0.39%, YTD 16.36%, 1-year 35.39%, 3-year 19.48%, 5-year 12.88%, 10-year 15.84%.

NSMCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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