NESIX Mutual Fund

NESIX Mutual Fund

NAV$31.16
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Returns Overview

1 Month
-16.63%
3 Months
+5.85%
6 Months
+40.08%
YTD
+56.00%
1 Year
+73.86%
3 Years (annualized)
+24.98%
5 Years (annualized)
+6.19%
10 Years (annualized)
+18.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NESIX 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 Growth Index(^RUO)
This Mutual Fund (YTD)
+56.00%
Peer Avg (YTD)
+11.56%
vs Peers
+44.44%

NESIX Mutual Fund Performance

NESIX performance across multiple time periods: 1-month -16.63%, YTD 56.00%, 1-year 73.86%, 3-year 24.98%, 5-year 6.19%, 10-year 18.38%.

NESIX returns outperform the peer average of 11.56% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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