NLSAX Mutual Fund

NLSAX Mutual Fund

NAV$20.17
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Returns Overview

1 Month
-0.05%
3 Months
-0.25%
6 Months
+1.47%
YTD
+1.37%
1 Year
+2.89%
3 Years (annualized)
+6.42%
5 Years (annualized)
+4.29%
10 Years (annualized)
+6.36%

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
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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
HFRX Equity Hedge Index(HFRXEH)
This Mutual Fund (YTD)
+1.37%
Peer Avg (YTD)
+4.85%
vs Peers
-3.48%

NLSAX Mutual Fund Performance

NLSAX performance across multiple time periods: 1-month -0.05%, YTD 1.37%, 1-year 2.89%, 3-year 6.42%, 5-year 4.29%, 10-year 6.36%.

NLSAX returns trail the peer average of 4.85% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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