NSMVX Mutual Fund

NAV$45.94

Returns Overview

1 Month
-1.37%
3 Months
+4.13%
6 Months
+8.89%
YTD
+15.25%
1 Year
+26.32%
3 Years (annualized)
+14.45%
5 Years (annualized)
+2.65%
10 Years (annualized)
+10.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSMVX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+15.25%
Peer Avg (YTD)
+18.52%
vs Peers
-3.27%

NSMVX Mutual Fund Performance

NSMVX performance across multiple time periods: 1-month -1.37%, YTD 15.25%, 1-year 26.32%, 3-year 14.45%, 5-year 2.65%, 10-year 10.13%.

NSMVX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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