NIECX Mutual Fund

NAV$18.46

Returns Overview

1 Month
+0.78%
3 Months
+6.99%
6 Months
+7.50%
YTD
+6.42%
1 Year
+16.57%
3 Years (annualized)
+11.09%
5 Years (annualized)
+4.11%
10 Years (annualized)
+5.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NIECX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.42%
Peer Avg (YTD)
+9.13%
vs Peers
-2.71%

NIECX Mutual Fund Performance

NIECX performance across multiple time periods: 1-month 0.78%, YTD 6.42%, 1-year 16.57%, 3-year 11.09%, 5-year 4.11%, 10-year 5.79%.

NIECX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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