NAINX Mutual Fund

NAINX Mutual Fund

NAV$9.77
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Returns Overview

1 Month
-1.02%
3 Months
-1.63%
6 Months
+7.20%
YTD
+0.58%
1 Year
+11.12%
3 Years (annualized)
+9.31%
5 Years (annualized)
+1.13%
10 Years (annualized)
+7.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NAINX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+0.58%
Peer Avg (YTD)
+4.96%
vs Peers
-4.38%

NAINX Mutual Fund Performance

NAINX performance across multiple time periods: 1-month -1.02%, YTD 0.58%, 1-year 11.12%, 3-year 9.31%, 5-year 1.13%, 10-year 7.83%.

NAINX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

NAINX vs another fund shows side-by-side returns. NAINX alternatives are available in the Mutual Fund Screener.