NSEIX Mutual Fund

NSEIX Mutual Fund

NAV$24.31
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Returns Overview

1 Month
+6.28%
3 Months
+2.08%
6 Months
+5.76%
YTD
+10.83%
1 Year
+13.63%
3 Years (annualized)
+14.66%
5 Years (annualized)
+6.96%
10 Years (annualized)
+10.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSEIX 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)
+10.83%
Peer Avg (YTD)
+12.44%
vs Peers
-1.60%

NSEIX Mutual Fund Performance

NSEIX performance across multiple time periods: 1-month 6.28%, YTD 10.83%, 1-year 13.63%, 3-year 14.66%, 5-year 6.96%, 10-year 10.55%.

NSEIX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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