NIOIX Mutual Fund

NIOIX Mutual Fund

NAV$13.08
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Returns Overview

1 Month
+5.66%
3 Months
+2.25%
6 Months
-0.95%
YTD
+4.45%
1 Year
+6.86%
3 Years (annualized)
+3.57%
5 Years (annualized)
+7.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NIOIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+4.45%
Peer Avg (YTD)
-1.02%
vs Peers
+5.47%

NIOIX Mutual Fund Performance

NIOIX performance across multiple time periods: 1-month 5.66%, YTD 4.45%, 1-year 6.86%, 3-year 3.57%, 5-year 7.82%.

NIOIX returns outperform the peer average of -1.02% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

NIOIX vs another fund shows side-by-side returns. NIOIX alternatives are available in the Mutual Fund Screener.