NCLEX Mutual Fund

NCLEX Mutual Fund

NAV$25.45
See how much of NCLEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.76%
3 Months
-1.68%
6 Months
+11.35%
YTD
-2.66%
1 Year
-5.80%
3 Years (annualized)
+1.32%
5 Years (annualized)
-1.13%
10 Years (annualized)
+7.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCLEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
-2.66%
Peer Avg (YTD)
+10.34%
vs Peers
-13.00%

NCLEX Mutual Fund Performance

NCLEX performance across multiple time periods: 1-month -5.76%, YTD -2.66%, 1-year -5.80%, 3-year 1.32%, 5-year -1.13%, 10-year 7.37%.

NCLEX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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