NISCX Mutual Fund

NISCX Mutual Fund

NAV$8.22
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Returns Overview

1 Month
-2.69%
3 Months
-3.62%
6 Months
-3.30%
YTD
-3.77%
1 Year
-3.06%
3 Years (annualized)
+3.27%
5 Years (annualized)
-0.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NISCX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.77%
Peer Avg (YTD)
-1.38%
vs Peers
-2.40%

NISCX Mutual Fund Performance

NISCX performance across multiple time periods: 1-month -2.69%, YTD -3.77%, 1-year -3.06%, 3-year 3.27%, 5-year -0.98%.

NISCX returns trail the peer average of -1.38% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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