NTAIX Mutual Fund

NAV$11.23

Returns Overview

1 Month
-1.32%
3 Months
+14.75%
6 Months
+9.27%
YTD
+9.17%
1 Year
+20.69%
3 Years (annualized)
+12.99%
5 Years (annualized)
+10.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NTAIX 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 500 Index(SPX)
This Mutual Fund (YTD)
+9.17%
Peer Avg (YTD)
+5.87%
vs Peers
+3.30%

NTAIX Mutual Fund Performance

NTAIX performance across multiple time periods: 1-month -1.32%, YTD 9.17%, 1-year 20.69%, 3-year 12.99%, 5-year 10.45%.

NTAIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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