NOIAX Mutual Fund

NAV$18.93

Returns Overview

1 Month
+0.17%
3 Months
+7.77%
6 Months
+0.75%
YTD
+0.75%
1 Year
+9.69%
3 Years (annualized)
+8.58%
5 Years (annualized)
+3.93%
10 Years (annualized)
+7.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NOIAX 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
MSCI World ex USA Index(M1WOU)
This Mutual Fund (YTD)
+0.75%
Peer Avg (YTD)
+8.71%
vs Peers
-7.97%

NOIAX Mutual Fund Performance

NOIAX performance across multiple time periods: 1-month 0.17%, YTD 0.75%, 1-year 9.69%, 3-year 8.58%, 5-year 3.93%, 10-year 7.75%.

NOIAX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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