NUSAX Mutual Fund

NUSAX Mutual Fund

NAV$10.51
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Returns Overview

1 Month
+0.13%
3 Months
+0.79%
6 Months
+1.70%
YTD
+2.46%
1 Year
+3.49%
3 Years (annualized)
+4.59%
5 Years (annualized)
+3.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NUSAX 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 Treasury Bellwethers -1 Year Index
This Mutual Fund (YTD)
+2.46%
Peer Avg (YTD)
+0.50%
vs Peers
+1.96%

NUSAX Mutual Fund Performance

NUSAX performance across multiple time periods: 1-month 0.13%, YTD 2.46%, 1-year 3.49%, 3-year 4.59%, 5-year 3.57%.

NUSAX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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