NOLVX Mutual Fund

NOLVX Mutual Fund

NAV$26.72
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Returns Overview

1 Month
-2.99%
3 Months
+1.55%
6 Months
+12.23%
YTD
+13.10%
1 Year
+20.02%
3 Years (annualized)
+18.28%
5 Years (annualized)
+11.21%
10 Years (annualized)
+11.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NOLVX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.10%
Peer Avg (YTD)
+10.00%
vs Peers
+3.11%

NOLVX Mutual Fund Performance

NOLVX performance across multiple time periods: 1-month -2.99%, YTD 13.10%, 1-year 20.02%, 3-year 18.28%, 5-year 11.21%, 10-year 11.57%.

NOLVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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