NUEIX Mutual Fund

NUEIX Mutual Fund

NAV$24.21
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Returns Overview

1 Month
+0.99%
3 Months
+4.88%
6 Months
+7.87%
YTD
+8.62%
1 Year
+17.34%
3 Years (annualized)
+16.51%
5 Years (annualized)
+10.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NUEIX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.62%
Peer Avg (YTD)
+9.41%
vs Peers
-0.79%

NUEIX Mutual Fund Performance

NUEIX performance across multiple time periods: 1-month 0.99%, YTD 8.62%, 1-year 17.34%, 3-year 16.51%, 5-year 10.75%.

NUEIX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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