NINLX Mutual Fund

NAV$30.31

Returns Overview

1 Month
+3.53%
3 Months
+24.12%
6 Months
+27.22%
YTD
+25.22%
1 Year
+55.08%
3 Years (annualized)
+19.51%
5 Years (annualized)
+8.47%
10 Years (annualized)
+13.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NINLX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+25.22%
Peer Avg (YTD)
+18.52%
vs Peers
+6.70%

NINLX Mutual Fund Performance

NINLX performance across multiple time periods: 1-month 3.53%, YTD 25.22%, 1-year 55.08%, 3-year 19.51%, 5-year 8.47%, 10-year 13.34%.

NINLX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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