NOVIX Mutual Fund

NOVIX Mutual Fund

NAV$6.34
See how much of NOVIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.10%
3 Months
+3.68%
6 Months
+9.98%
YTD
+16.25%
1 Year
+26.59%
3 Years (annualized)
+18.50%
5 Years (annualized)
+11.67%
10 Years (annualized)
+9.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NOVIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Blended PutWrite Index
This Mutual Fund (YTD)
+16.25%
Peer Avg (YTD)
+4.75%
vs Peers
+11.50%

NOVIX Mutual Fund Performance

NOVIX performance across multiple time periods: 1-month 2.10%, YTD 16.25%, 1-year 26.59%, 3-year 18.50%, 5-year 11.67%, 10-year 9.31%.

NOVIX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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