NLSCX Mutual Fund

NAV$19.13

Returns Overview

1 Month
-1.36%
3 Months
+3.67%
6 Months
+0.91%
YTD
+1.01%
1 Year
+3.39%
3 Years (annualized)
+5.81%
5 Years (annualized)
+3.92%
10 Years (annualized)
+6.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NLSCX 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)
+1.01%
Peer Avg (YTD)
+3.78%
vs Peers
-2.76%

NLSCX Mutual Fund Performance

NLSCX performance across multiple time periods: 1-month -1.36%, YTD 1.01%, 1-year 3.39%, 3-year 5.81%, 5-year 3.92%, 10-year 6.85%.

NLSCX returns trail the peer average of 3.78% YTD. With an expense ratio of 2.43%, investors should weigh costs against performance when evaluating this mutual fund.

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