NICSX Mutual Fund

NICSX Mutual Fund

NAV$97.13
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Returns Overview

1 Month
-0.71%
3 Months
+3.89%
6 Months
+16.78%
YTD
+7.63%
1 Year
+7.63%
3 Years (annualized)
+9.77%
5 Years (annualized)
+7.14%
10 Years (annualized)
+12.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NICSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+7.63%
Peer Avg (YTD)
+8.68%
vs Peers
-1.05%

NICSX Mutual Fund Performance

NICSX performance across multiple time periods: 1-month -0.71%, YTD 7.63%, 1-year 7.63%, 3-year 9.77%, 5-year 7.14%, 10-year 12.02%.

NICSX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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