NLSAX Mutual Fund

NLSAX Mutual Fund

NAV$20.33
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Returns Overview

1 Month
+1.00%
3 Months
-0.35%
6 Months
+3.12%
YTD
+2.39%
1 Year
+2.96%
3 Years (annualized)
+6.28%
5 Years (annualized)
+4.11%
10 Years (annualized)
+6.27%

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
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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
HFRX Equity Hedge Index(HFRXEH)
This Mutual Fund (YTD)
+2.39%
Peer Avg (YTD)
+6.23%
vs Peers
-3.84%

NLSAX Mutual Fund Performance

NLSAX performance across multiple time periods: 1-month 1.00%, YTD 2.39%, 1-year 2.96%, 3-year 6.28%, 5-year 4.11%, 10-year 6.27%.

NLSAX returns trail the peer average of 6.23% 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.