NUSAX Mutual Fund

NAV$10.53

Returns Overview

1 Month
+0.23%
3 Months
+0.90%
6 Months
+1.66%
YTD
+1.66%
1 Year
+3.86%
3 Years (annualized)
+4.69%
5 Years (annualized)
+3.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NUSAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Treasury Bellwethers -1 Year Index
This Mutual Fund (YTD)
+1.66%
Peer Avg (YTD)
+3.23%
vs Peers
-1.57%

NUSAX Mutual Fund Performance

NUSAX performance across multiple time periods: 1-month 0.23%, YTD 1.66%, 1-year 3.86%, 3-year 4.69%, 5-year 3.45%.

NUSAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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