NOIEX Mutual Fund

NOIEX Mutual Fund

NAV$20.98
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Returns Overview

1 Month
-1.28%
3 Months
+2.45%
6 Months
+16.35%
YTD
+13.63%
1 Year
+17.33%
3 Years (annualized)
+19.59%
5 Years (annualized)
+12.47%
10 Years (annualized)
+13.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NOIEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.63%
Peer Avg (YTD)
+10.00%
vs Peers
+3.63%

NOIEX Mutual Fund Performance

NOIEX performance across multiple time periods: 1-month -1.28%, YTD 13.63%, 1-year 17.33%, 3-year 19.59%, 5-year 12.47%, 10-year 13.54%.

NOIEX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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