NSOIX Mutual Fund

NSOIX Mutual Fund

NAV$20.73
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Returns Overview

1 Month
+0.45%
3 Months
+4.73%
6 Months
+9.13%
YTD
+9.49%
1 Year
+23.00%
3 Years (annualized)
+11.56%
5 Years (annualized)
+4.79%
10 Years (annualized)
+8.86%

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
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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)
+9.49%
Peer Avg (YTD)
+6.57%
vs Peers
+2.92%

NSOIX Mutual Fund Performance

NSOIX performance across multiple time periods: 1-month 0.45%, YTD 9.49%, 1-year 23.00%, 3-year 11.56%, 5-year 4.79%, 10-year 8.86%.

NSOIX returns outperform the peer average of 6.57% 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.