NEXIX Mutual Fund

NEXIX Mutual Fund

NAV$37.96
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Returns Overview

1 Month
-2.95%
3 Months
-2.34%
6 Months
+1.03%
YTD
+8.73%
1 Year
+9.35%
3 Years (annualized)
+3.11%
5 Years (annualized)
-4.23%
10 Years (annualized)
+10.42%

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
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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
S&P 1500 Index(^SP1500:SP)
This Mutual Fund (YTD)
+8.73%
Peer Avg (YTD)
+11.56%
vs Peers
-2.83%

NEXIX Mutual Fund Performance

NEXIX performance across multiple time periods: 1-month -2.95%, YTD 8.73%, 1-year 9.35%, 3-year 3.11%, 5-year -4.23%, 10-year 10.42%.

NEXIX returns trail the peer average of 11.56% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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