NCLEX Mutual Fund

NAV$26.20

Returns Overview

1 Month
+6.08%
3 Months
+13.26%
6 Months
-1.46%
YTD
-0.99%
1 Year
-7.62%
3 Years (annualized)
+0.26%
5 Years (annualized)
-0.89%
10 Years (annualized)
+7.63%

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
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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
-0.99%
Peer Avg (YTD)
+18.52%
vs Peers
-19.52%

NCLEX Mutual Fund Performance

NCLEX performance across multiple time periods: 1-month 6.08%, YTD -0.99%, 1-year -7.62%, 3-year 0.26%, 5-year -0.89%, 10-year 7.63%.

NCLEX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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