NOVLX Mutual Fund

NOVLX Mutual Fund

NAV$6.31
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Returns Overview

1 Month
+0.10%
3 Months
+4.85%
6 Months
+9.90%
YTD
+12.91%
1 Year
+27.80%
3 Years (annualized)
+16.62%
5 Years (annualized)
+11.29%
10 Years (annualized)
+9.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NOVLX 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
Blended PutWrite Index
This Mutual Fund (YTD)
+12.91%
Peer Avg (YTD)
+2.39%
vs Peers
+10.52%

NOVLX Mutual Fund Performance

NOVLX performance across multiple time periods: 1-month 0.10%, YTD 12.91%, 1-year 27.80%, 3-year 16.62%, 5-year 11.29%, 10-year 9.08%.

NOVLX returns outperform the peer average of 2.39% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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