NUICX Mutual Fund

NAV$28.95

Returns Overview

1 Month
-0.62%
3 Months
+3.29%
6 Months
+3.96%
YTD
+11.17%
1 Year
+7.90%
3 Years (annualized)
+12.76%
5 Years (annualized)
+9.18%
10 Years (annualized)
+4.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NUICX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+11.17%
Peer Avg (YTD)
+15.63%
vs Peers
-4.46%

NUICX Mutual Fund Performance

NUICX performance across multiple time periods: 1-month -0.62%, YTD 11.17%, 1-year 7.90%, 3-year 12.76%, 5-year 9.18%, 10-year 4.51%.

NUICX returns trail the peer average of 15.63% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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