NILIX Mutual Fund

NILIX Mutual Fund

NAV$15.66
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Returns Overview

1 Month
-2.95%
3 Months
-3.31%
6 Months
+8.01%
YTD
+3.54%
1 Year
+9.37%
3 Years (annualized)
+13.30%
5 Years (annualized)
+4.13%
10 Years (annualized)
+8.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NILIX 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)
+3.54%
Peer Avg (YTD)
+9.29%
vs Peers
-5.75%

NILIX Mutual Fund Performance

NILIX performance across multiple time periods: 1-month -2.95%, YTD 3.54%, 1-year 9.37%, 3-year 13.30%, 5-year 4.13%, 10-year 8.09%.

NILIX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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