NTHEX Mutual Fund

NAV$3.83

Returns Overview

1 Month
+0.26%
3 Months
+0.53%
6 Months
+0.52%
YTD
+0.79%
1 Year
+7.89%
3 Years (annualized)
+7.47%
5 Years (annualized)
+4.97%
10 Years (annualized)
+4.01%

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
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
ICE Bank of America Merrill Lynch US High Yield Index(^IBMLHY)
This Mutual Fund (YTD)
+0.79%
Peer Avg (YTD)
+3.23%
vs Peers
-2.44%

NTHEX Mutual Fund Performance

NTHEX performance across multiple time periods: 1-month 0.26%, YTD 0.79%, 1-year 7.89%, 3-year 7.47%, 5-year 4.97%, 10-year 4.01%.

NTHEX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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