NSOIX Mutual Fund

NSOIX Mutual Fund

NAV$20.56
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Returns Overview

1 Month
+4.52%
3 Months
+4.73%
6 Months
+15.88%
YTD
+14.43%
1 Year
+25.27%
3 Years (annualized)
+14.56%
5 Years (annualized)
+5.44%
10 Years (annualized)
+9.18%

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
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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
S&P Target Risk Aggressive Index(^SPTGAU:SP)
This Mutual Fund (YTD)
+14.43%
Peer Avg (YTD)
+7.17%
vs Peers
+7.26%

NSOIX Mutual Fund Performance

NSOIX performance across multiple time periods: 1-month 4.52%, YTD 14.43%, 1-year 25.27%, 3-year 14.56%, 5-year 5.44%, 10-year 9.18%.

NSOIX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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