NAINX Mutual Fund

NAV$9.88

Returns Overview

1 Month
+1.05%
3 Months
+8.97%
6 Months
+2.14%
YTD
+2.24%
1 Year
+12.88%
3 Years (annualized)
+14.05%
5 Years (annualized)
+4.31%
10 Years (annualized)
+9.38%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+2.24%
Peer Avg (YTD)
+5.87%
vs Peers
-3.62%

NAINX Mutual Fund Performance

NAINX performance across multiple time periods: 1-month 1.05%, YTD 2.24%, 1-year 12.88%, 3-year 14.05%, 5-year 4.31%, 10-year 9.38%.

NAINX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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