NSEAX Mutual Fund

NSEAX Mutual Fund

NAV$25.48
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Returns Overview

1 Month
+0.36%
3 Months
+6.08%
6 Months
+3.27%
YTD
+8.99%
1 Year
+16.60%
3 Years (annualized)
+17.36%
5 Years (annualized)
+11.73%
10 Years (annualized)
+14.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSEAX 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
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📉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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.99%
Peer Avg (YTD)
+9.41%
vs Peers
-0.42%

NSEAX Mutual Fund Performance

NSEAX performance across multiple time periods: 1-month 0.36%, YTD 8.99%, 1-year 16.60%, 3-year 17.36%, 5-year 11.73%, 10-year 14.64%.

NSEAX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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