NUESX Mutual Fund

NUESX Mutual Fund

NAV$24.27
See how much of NUESX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.60%
3 Months
+3.39%
6 Months
+11.84%
YTD
+11.54%
1 Year
+18.56%
3 Years (annualized)
+18.29%
5 Years (annualized)
+11.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NUESX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.54%
Peer Avg (YTD)
+11.21%
vs Peers
+0.32%

NUESX Mutual Fund Performance

NUESX performance across multiple time periods: 1-month 2.60%, YTD 11.54%, 1-year 18.56%, 3-year 18.29%, 5-year 11.34%.

NUESX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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