NUESX Mutual Fund

NAV$24.13

Returns Overview

1 Month
-0.26%
3 Months
+13.52%
6 Months
+7.84%
YTD
+7.59%
1 Year
+18.83%
3 Years (annualized)
+17.63%
5 Years (annualized)
+11.76%

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

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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)
+7.59%
Peer Avg (YTD)
+9.51%
vs Peers
-1.91%

NUESX Mutual Fund Performance

NUESX performance across multiple time periods: 1-month -0.26%, YTD 7.59%, 1-year 18.83%, 3-year 17.63%, 5-year 11.76%.

NUESX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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