NUIIX Mutual Fund

NAV$29.41

Returns Overview

1 Month
-0.52%
3 Months
+3.57%
6 Months
+4.49%
YTD
+12.10%
1 Year
+6.83%
3 Years (annualized)
+13.25%
5 Years (annualized)
+9.90%
10 Years (annualized)
+5.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NUIIX 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)
+12.10%
Peer Avg (YTD)
+15.63%
vs Peers
-3.53%

NUIIX Mutual Fund Performance

NUIIX performance across multiple time periods: 1-month -0.52%, YTD 12.10%, 1-year 6.83%, 3-year 13.25%, 5-year 9.90%, 10-year 5.38%.

NUIIX returns trail the peer average of 15.63% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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