NSIVX Mutual Fund

NSIVX Mutual Fund

NAV$13.55
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Returns Overview

1 Month
+3.74%
3 Months
+0.83%
6 Months
+8.31%
YTD
+10.65%
1 Year
+14.40%
3 Years (annualized)
+16.77%
5 Years (annualized)
+8.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSIVX 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
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📉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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+10.65%
Peer Avg (YTD)
+8.05%
vs Peers
+2.59%

NSIVX Mutual Fund Performance

NSIVX performance across multiple time periods: 1-month 3.74%, YTD 10.65%, 1-year 14.40%, 3-year 16.77%, 5-year 8.54%.

NSIVX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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