NSIVX Mutual Fund

NAV$13.45

Returns Overview

1 Month
+1.36%
3 Months
+6.99%
6 Months
+6.00%
YTD
+5.74%
1 Year
+14.19%
3 Years (annualized)
+13.21%
5 Years (annualized)
+7.54%

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
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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.74%
Peer Avg (YTD)
+9.13%
vs Peers
-3.39%

NSIVX Mutual Fund Performance

NSIVX performance across multiple time periods: 1-month 1.36%, YTD 5.74%, 1-year 14.19%, 3-year 13.21%, 5-year 7.54%.

NSIVX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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