NUESX Mutual Fund

NUESX Mutual Fund

NAV$24.06
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Returns Overview

1 Month
+1.03%
3 Months
+4.96%
6 Months
+7.96%
YTD
+8.71%
1 Year
+17.50%
3 Years (annualized)
+16.67%
5 Years (annualized)
+10.88%

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
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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)
+8.71%
Peer Avg (YTD)
+9.41%
vs Peers
-0.70%

NUESX Mutual Fund Performance

NUESX performance across multiple time periods: 1-month 1.03%, YTD 8.71%, 1-year 17.50%, 3-year 16.67%, 5-year 10.88%.

NUESX returns trail the peer average of 9.41% 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.