NCLEX Mutual Fund

NCLEX Mutual Fund

NAV$26.06
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Returns Overview

1 Month
+1.92%
3 Months
+9.15%
6 Months
+0.51%
YTD
+0.91%
1 Year
-3.34%
3 Years (annualized)
+0.73%
5 Years (annualized)
-0.99%
10 Years (annualized)
+7.29%

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
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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+0.91%
Peer Avg (YTD)
+15.31%
vs Peers
-14.40%

NCLEX Mutual Fund Performance

NCLEX performance across multiple time periods: 1-month 1.92%, YTD 0.91%, 1-year -3.34%, 3-year 0.73%, 5-year -0.99%, 10-year 7.29%.

NCLEX returns trail the peer average of 15.31% 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.