NTAIX Mutual Fund

NTAIX Mutual Fund

NAV$11.10
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Returns Overview

1 Month
+2.66%
3 Months
+1.21%
6 Months
+11.64%
YTD
+11.97%
1 Year
+18.73%
3 Years (annualized)
+13.45%
5 Years (annualized)
+8.23%

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
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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 500 Index(SPX)
This Mutual Fund (YTD)
+11.97%
Peer Avg (YTD)
+6.28%
vs Peers
+5.68%

NTAIX Mutual Fund Performance

NTAIX performance across multiple time periods: 1-month 2.66%, YTD 11.97%, 1-year 18.73%, 3-year 13.45%, 5-year 8.23%.

NTAIX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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