NSIOX Mutual Fund

NAV$9.74

Returns Overview

1 Month
+0.61%
3 Months
+2.90%
6 Months
+2.83%
YTD
+2.83%
1 Year
+6.53%
3 Years (annualized)
+5.00%
5 Years (annualized)
+0.85%
10 Years (annualized)
+3.16%

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
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
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+2.83%
Peer Avg (YTD)
+1.79%
vs Peers
+1.04%

NSIOX Mutual Fund Performance

NSIOX performance across multiple time periods: 1-month 0.61%, YTD 2.83%, 1-year 6.53%, 3-year 5.00%, 5-year 0.85%, 10-year 3.16%.

NSIOX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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