NLSIX Mutual Fund

NLSIX Mutual Fund

NAV$20.52
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Returns Overview

1 Month
+0.05%
3 Months
-0.10%
6 Months
+1.70%
YTD
+1.59%
1 Year
+3.29%
3 Years (annualized)
+6.67%
5 Years (annualized)
+4.83%
10 Years (annualized)
+6.75%

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)
+1.59%
Peer Avg (YTD)
+4.85%
vs Peers
-3.26%

NLSIX Mutual Fund Performance

NLSIX performance across multiple time periods: 1-month 0.05%, YTD 1.59%, 1-year 3.29%, 3-year 6.67%, 5-year 4.83%, 10-year 6.75%.

NLSIX returns trail the peer average of 4.85% 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.