NUEIX Mutual Fund

NAV$24.23
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Returns Overview

1 Month
-0.30%
3 Months
+13.45%
6 Months
+7.80%
YTD
+7.55%
1 Year
+18.72%
3 Years (annualized)
+17.54%
5 Years (annualized)
+11.10%

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

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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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+7.55%
Peer Avg (YTD)
+9.51%
vs Peers
-1.96%

NUEIX Mutual Fund Performance

NUEIX performance across multiple time periods: 1-month -0.30%, YTD 7.55%, 1-year 18.72%, 3-year 17.54%, 5-year 11.10%.

NUEIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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