NSEIX Mutual Fund

NSEIX Mutual Fund

NAV$23.37
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Returns Overview

1 Month
-4.31%
3 Months
-1.60%
6 Months
+4.05%
YTD
+4.29%
1 Year
+4.66%
3 Years (annualized)
+11.63%
5 Years (annualized)
+6.83%
10 Years (annualized)
+9.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSEIX 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)
+4.29%
Peer Avg (YTD)
+10.00%
vs Peers
-5.71%

NSEIX Mutual Fund Performance

NSEIX performance across multiple time periods: 1-month -4.31%, YTD 4.29%, 1-year 4.66%, 3-year 11.63%, 5-year 6.83%, 10-year 9.98%.

NSEIX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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