NIEAX Mutual Fund

NIEAX Mutual Fund

NAV$17.64
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Returns Overview

1 Month
-3.70%
3 Months
-3.02%
6 Months
+3.94%
YTD
+3.58%
1 Year
+7.82%
3 Years (annualized)
+12.95%
5 Years (annualized)
+3.88%
10 Years (annualized)
+6.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NIEAX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+3.58%
Peer Avg (YTD)
+9.29%
vs Peers
-5.72%

NIEAX Mutual Fund Performance

NIEAX performance across multiple time periods: 1-month -3.70%, YTD 3.58%, 1-year 7.82%, 3-year 12.95%, 5-year 3.88%, 10-year 6.33%.

NIEAX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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