NSIDX Mutual Fund

NAV$19.04

Returns Overview

1 Month
+3.78%
3 Months
+21.46%
6 Months
+22.56%
YTD
+21.31%
1 Year
+40.86%
3 Years (annualized)
+18.38%
5 Years (annualized)
+6.84%
10 Years (annualized)
+11.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSIDX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+21.31%
Peer Avg (YTD)
+18.52%
vs Peers
+2.78%

NSIDX Mutual Fund Performance

NSIDX performance across multiple time periods: 1-month 3.78%, YTD 21.31%, 1-year 40.86%, 3-year 18.38%, 5-year 6.84%, 10-year 11.44%.

NSIDX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.10%, investors should weigh costs against performance when evaluating this mutual fund.

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