NSEAX Mutual Fund

NSEAX Mutual Fund

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Returns Overview

1 Month
+2.53%
3 Months
+3.30%
6 Months
+13.48%
YTD
+11.46%
1 Year
+17.99%
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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.46%
Peer Avg (YTD)
+11.21%
vs Peers
+0.25%

NSEAX Mutual Fund Performance

NSEAX performance across multiple time periods: 1-month 2.53%, YTD 11.46%, 1-year 17.99%, 3-year 17.36%, 5-year 11.73%, 10-year 14.64%.

NSEAX returns outperform the peer average of 11.21% 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.