NTHEX Mutual Fund

NTHEX Mutual Fund

NAV$3.80
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Returns Overview

3 Months
+0.53%
6 Months
+1.18%
YTD
+1.98%
1 Year
+2.38%
3 Years (annualized)
+6.86%
5 Years (annualized)
+5.26%
10 Years (annualized)
+3.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NTHEX 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
ICE Bank of America Merrill Lynch US High Yield Index(^IBMLHY)
This Mutual Fund (YTD)
+1.98%
Peer Avg (YTD)
+2.15%
vs Peers
-0.18%

NTHEX Mutual Fund Performance

NTHEX performance across multiple time periods: YTD 1.98%, 1-year 2.38%, 3-year 6.86%, 5-year 5.26%, 10-year 3.36%.

NTHEX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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