NIEAX Mutual Fund

NIEAX Mutual Fund

NAV$17.71
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Returns Overview

1 Month
-2.23%
3 Months
-5.69%
6 Months
-2.93%
YTD
+1.27%
1 Year
+5.74%
3 Years (annualized)
+19.54%
5 Years (annualized)
+5.70%
10 Years (annualized)
+7.62%

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)
+1.27%
Peer Avg (YTD)
+8.05%
vs Peers
-6.79%

NIEAX Mutual Fund Performance

NIEAX performance across multiple time periods: 1-month -2.23%, YTD 1.27%, 1-year 5.74%, 3-year 19.54%, 5-year 5.70%, 10-year 7.62%.

NIEAX returns trail the peer average of 8.05% 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.