NNLEX Mutual Fund

NNLEX Mutual Fund

NAV$22.20
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Returns Overview

1 Month
-5.82%
3 Months
-1.79%
6 Months
+11.18%
YTD
-2.95%
1 Year
-6.10%
3 Years (annualized)
+0.92%
5 Years (annualized)
-1.47%
10 Years (annualized)
+7.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NNLEX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
-2.95%
Peer Avg (YTD)
+10.34%
vs Peers
-13.29%

NNLEX Mutual Fund Performance

NNLEX performance across multiple time periods: 1-month -5.82%, YTD -2.95%, 1-year -6.10%, 3-year 0.92%, 5-year -1.47%, 10-year 7.04%.

NNLEX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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