NSOIX Mutual Fund

NAV$20.53

Returns Overview

1 Month
-0.25%
3 Months
+13.97%
6 Months
+9.59%
YTD
+8.99%
1 Year
+25.28%
3 Years (annualized)
+13.60%
5 Years (annualized)
+4.95%
10 Years (annualized)
+9.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSOIX 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 Target Risk Aggressive Index(^SPTGAU:SP)
This Mutual Fund (YTD)
+8.99%
Peer Avg (YTD)
+6.73%
vs Peers
+2.27%

NSOIX Mutual Fund Performance

NSOIX performance across multiple time periods: 1-month -0.25%, YTD 8.99%, 1-year 25.28%, 3-year 13.60%, 5-year 4.95%, 10-year 9.46%.

NSOIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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