NLSIX Mutual Fund

NLSIX Mutual Fund

NAV$20.75
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Returns Overview

1 Month
-0.24%
3 Months
+1.57%
6 Months
+1.47%
YTD
+3.19%
1 Year
+2.42%
3 Years (annualized)
+7.53%
5 Years (annualized)
+4.46%
10 Years (annualized)
+7.03%

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
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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)
+3.19%
Peer Avg (YTD)
+6.11%
vs Peers
-2.92%

NLSIX Mutual Fund Performance

NLSIX performance across multiple time periods: 1-month -0.24%, YTD 3.19%, 1-year 2.42%, 3-year 7.53%, 5-year 4.46%, 10-year 7.03%.

NLSIX returns trail the peer average of 6.11% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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