NAINX Mutual Fund

NAINX Mutual Fund

NAV$9.49
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Returns Overview

1 Month
-1.45%
3 Months
-1.04%
6 Months
+0.74%
YTD
-0.88%
1 Year
+9.31%
3 Years (annualized)
+15.47%
5 Years (annualized)
+2.84%
10 Years (annualized)
+8.79%

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)
-0.88%
Peer Avg (YTD)
+5.30%
vs Peers
-6.19%

NAINX Mutual Fund Performance

NAINX performance across multiple time periods: 1-month -1.45%, YTD -0.88%, 1-year 9.31%, 3-year 15.47%, 5-year 2.84%, 10-year 8.79%.

NAINX returns trail the peer average of 5.30% 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.