NICSX Mutual Fund

NAV$96.71

Returns Overview

1 Month
-0.85%
3 Months
+12.42%
6 Months
+3.24%
YTD
+3.61%
1 Year
+4.91%
3 Years (annualized)
+8.84%
5 Years (annualized)
+7.59%
10 Years (annualized)
+11.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NICSX 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 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+3.61%
Peer Avg (YTD)
+8.97%
vs Peers
-5.36%

NICSX Mutual Fund Performance

NICSX performance across multiple time periods: 1-month -0.85%, YTD 3.61%, 1-year 4.91%, 3-year 8.84%, 5-year 7.59%, 10-year 11.61%.

NICSX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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