NTKLX Mutual Fund

NAV$83.71

Returns Overview

1 Month
-3.18%
3 Months
+7.18%
6 Months
+9.69%
YTD
+8.84%
1 Year
+21.68%
3 Years (annualized)
+19.09%
5 Years (annualized)
+8.10%
10 Years (annualized)
+10.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NTKLX 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
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+8.84%
Peer Avg (YTD)
+9.16%
vs Peers
-0.32%

NTKLX Mutual Fund Performance

NTKLX performance across multiple time periods: 1-month -3.18%, YTD 8.84%, 1-year 21.68%, 3-year 19.09%, 5-year 8.10%, 10-year 10.36%.

NTKLX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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