NCLEX Mutual Fund

NCLEX Mutual Fund

NAV$26.39
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Returns Overview

1 Month
+7.95%
3 Months
+4.13%
6 Months
+13.65%
YTD
+5.08%
1 Year
+7.06%
3 Years (annualized)
+6.23%
5 Years (annualized)
-1.28%
10 Years (annualized)
+8.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCLEX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+5.08%
Peer Avg (YTD)
+12.21%
vs Peers
-7.13%

NCLEX Mutual Fund Performance

NCLEX performance across multiple time periods: 1-month 7.95%, YTD 5.08%, 1-year 7.06%, 3-year 6.23%, 5-year -1.28%, 10-year 8.08%.

NCLEX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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