NEXIX Mutual Fund

NAV$38.23

Returns Overview

1 Month
-1.24%
3 Months
+7.87%
6 Months
+12.04%
YTD
+9.98%
1 Year
+14.80%
3 Years (annualized)
+5.19%
5 Years (annualized)
-4.40%
10 Years (annualized)
+10.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEXIX 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
S&P 1500 Index(^SP1500:SP)
This Mutual Fund (YTD)
+9.98%
Peer Avg (YTD)
+16.06%
vs Peers
-6.09%

NEXIX Mutual Fund Performance

NEXIX performance across multiple time periods: 1-month -1.24%, YTD 9.98%, 1-year 14.80%, 3-year 5.19%, 5-year -4.40%, 10-year 10.70%.

NEXIX returns trail the peer average of 16.06% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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