NISAX Mutual Fund

NISAX Mutual Fund

NAV$8.48
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Returns Overview

1 Month
-1.25%
3 Months
-1.03%
6 Months
-1.39%
YTD
-1.05%
1 Year
+1.84%
3 Years (annualized)
+3.65%
5 Years (annualized)
+0.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NISAX 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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.05%
Peer Avg (YTD)
+1.04%
vs Peers
-2.10%

NISAX Mutual Fund Performance

NISAX performance across multiple time periods: 1-month -1.25%, YTD -1.05%, 1-year 1.84%, 3-year 3.65%, 5-year 0.01%.

NISAX returns trail the peer average of 1.04% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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