NAINX Mutual Fund

NAINX Mutual Fund

NAV$9.79
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Returns Overview

1 Month
-2.03%
3 Months
+1.81%
6 Months
-0.35%
YTD
+0.16%
1 Year
-0.60%
3 Years (annualized)
+8.25%
5 Years (annualized)
+1.54%
10 Years (annualized)
+7.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NAINX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+0.16%
Peer Avg (YTD)
+5.54%
vs Peers
-5.37%

NAINX Mutual Fund Performance

NAINX performance across multiple time periods: 1-month -2.03%, YTD 0.16%, 1-year -0.60%, 3-year 8.25%, 5-year 1.54%, 10-year 7.66%.

NAINX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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