NLSIX Mutual Fund

NAV$20.62

Returns Overview

1 Month
-1.26%
3 Months
+3.93%
6 Months
+1.44%
YTD
+1.54%
1 Year
+4.57%
3 Years (annualized)
+6.97%
5 Years (annualized)
+5.06%
10 Years (annualized)
+8.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NLSIX 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)
+1.54%
Peer Avg (YTD)
+3.78%
vs Peers
-2.23%

NLSIX Mutual Fund Performance

NLSIX performance across multiple time periods: 1-month -1.26%, YTD 1.54%, 1-year 4.57%, 3-year 6.97%, 5-year 5.06%, 10-year 8.02%.

NLSIX returns trail the peer average of 3.78% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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