NOVIX Mutual Fund

NAV$6.27

Returns Overview

1 Month
+1.48%
3 Months
+11.92%
6 Months
+13.77%
YTD
+12.74%
1 Year
+28.19%
3 Years (annualized)
+17.49%
5 Years (annualized)
+14.19%
10 Years (annualized)
+22.81%

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

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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
Blended PutWrite Index
This Mutual Fund (YTD)
+12.74%
Peer Avg (YTD)
+3.47%
vs Peers
+9.26%

NOVIX Mutual Fund Performance

NOVIX performance across multiple time periods: 1-month 1.48%, YTD 12.74%, 1-year 28.19%, 3-year 17.49%, 5-year 14.19%, 10-year 22.81%.

NOVIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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