NUIAX Mutual Fund

NUIAX Mutual Fund

NAV$29.40
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Returns Overview

1 Month
-0.55%
3 Months
+3.47%
6 Months
+4.33%
YTD
+11.83%
1 Year
+6.56%
3 Years (annualized)
+12.93%
5 Years (annualized)
+9.60%
10 Years (annualized)
+5.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NUIAX 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
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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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+11.83%
Peer Avg (YTD)
+15.63%
vs Peers
-3.80%

NUIAX Mutual Fund Performance

NUIAX performance across multiple time periods: 1-month -0.55%, YTD 11.83%, 1-year 6.56%, 3-year 12.93%, 5-year 9.60%, 10-year 5.11%.

NUIAX returns trail the peer average of 15.63% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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