NIEAX Mutual Fund

NIEAX Mutual Fund

NAV$18.95
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.87%
3 Months
+7.18%
6 Months
+7.93%
YTD
+6.81%
1 Year
+17.44%
3 Years (annualized)
+11.95%
5 Years (annualized)
+4.45%
10 Years (annualized)
+6.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NIEAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.81%
Peer Avg (YTD)
+9.13%
vs Peers
-2.33%

NIEAX Mutual Fund Performance

NIEAX performance across multiple time periods: 1-month 0.87%, YTD 6.81%, 1-year 17.44%, 3-year 11.95%, 5-year 4.45%, 10-year 6.52%.

NIEAX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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