NSIOX Mutual Fund

NSIOX Mutual Fund

NAV$9.19
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Returns Overview

1 Month
-0.72%
3 Months
-1.44%
6 Months
-1.33%
YTD
+0.74%
1 Year
+4.64%
3 Years (annualized)
+4.75%
5 Years (annualized)
+0.41%
10 Years (annualized)
+2.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSIOX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+0.74%
Peer Avg (YTD)
+0.15%
vs Peers
+0.59%

NSIOX Mutual Fund Performance

NSIOX performance across multiple time periods: 1-month -0.72%, YTD 0.74%, 1-year 4.64%, 3-year 4.75%, 5-year 0.41%, 10-year 2.95%.

NSIOX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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