NIEAX Mutual Fund

NIEAX Mutual Fund

NAV$18.67
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Returns Overview

1 Month
+0.54%
3 Months
+2.93%
6 Months
+2.31%
YTD
+8.51%
1 Year
+20.33%
3 Years (annualized)
+16.39%
5 Years (annualized)
+7.76%
10 Years (annualized)
+7.97%

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
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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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.51%
Peer Avg (YTD)
+9.42%
vs Peers
-0.91%

NIEAX Mutual Fund Performance

NIEAX performance across multiple time periods: 1-month 0.54%, YTD 8.51%, 1-year 20.33%, 3-year 16.39%, 5-year 7.76%, 10-year 7.97%.

NIEAX returns trail the peer average of 9.42% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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