NLSAX Mutual Fund

NAV$20.20

Returns Overview

1 Month
-1.28%
3 Months
+3.90%
6 Months
+1.32%
YTD
+1.42%
1 Year
+4.23%
3 Years (annualized)
+6.60%
5 Years (annualized)
+4.46%
10 Years (annualized)
+6.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NLSAX 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
HFRX Equity Hedge Index(HFRXEH)
This Mutual Fund (YTD)
+1.42%
Peer Avg (YTD)
+3.78%
vs Peers
-2.36%

NLSAX Mutual Fund Performance

NLSAX performance across multiple time periods: 1-month -1.28%, YTD 1.42%, 1-year 4.23%, 3-year 6.60%, 5-year 4.46%, 10-year 6.23%.

NLSAX returns trail the peer average of 3.78% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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