NIOCX Mutual Fund

NAV$12.50

Returns Overview

1 Month
+5.68%
3 Months
+2.04%
6 Months
-1.66%
YTD
+4.08%
1 Year
+5.51%
3 Years (annualized)
+2.40%
5 Years (annualized)
+6.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NIOCX 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
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+4.08%
Peer Avg (YTD)
-1.02%
vs Peers
+5.09%

NIOCX Mutual Fund Performance

NIOCX performance across multiple time periods: 1-month 5.68%, YTD 4.08%, 1-year 5.51%, 3-year 2.40%, 5-year 6.60%.

NIOCX returns outperform the peer average of -1.02% YTD. With an expense ratio of 2.17%, investors should weigh costs against performance when evaluating this mutual fund.

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