NIEYX Mutual Fund

NIEYX Mutual Fund

NAV$18.40
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Returns Overview

1 Month
+0.90%
3 Months
+7.26%
6 Months
+8.03%
YTD
+6.94%
1 Year
+17.75%
3 Years (annualized)
+12.13%
5 Years (annualized)
+4.64%
10 Years (annualized)
+6.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NIEYX 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)
+6.94%
Peer Avg (YTD)
+9.13%
vs Peers
-2.19%

NIEYX Mutual Fund Performance

NIEYX performance across multiple time periods: 1-month 0.90%, YTD 6.94%, 1-year 17.75%, 3-year 12.13%, 5-year 4.64%, 10-year 6.49%.

NIEYX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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