NIONX Mutual Fund

NIONX Mutual Fund

NAV$17.51
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Returns Overview

1 Month
+1.75%
3 Months
+6.96%
6 Months
+2.99%
YTD
+7.77%
1 Year
+15.52%
3 Years (annualized)
+12.06%
5 Years (annualized)
+6.14%
10 Years (annualized)
+7.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NIONX 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 World ex USA Index(M1WOU)
This Mutual Fund (YTD)
+7.77%
Peer Avg (YTD)
+12.12%
vs Peers
-4.35%

NIONX Mutual Fund Performance

NIONX performance across multiple time periods: 1-month 1.75%, YTD 7.77%, 1-year 15.52%, 3-year 12.06%, 5-year 6.14%, 10-year 7.76%.

NIONX returns trail the peer average of 12.12% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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