NUSFX Mutual Fund

NUSFX Mutual Fund

NAV$10.27
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Returns Overview

1 Month
+0.36%
3 Months
+0.97%
6 Months
+1.73%
YTD
+2.55%
1 Year
+4.03%
3 Years (annualized)
+5.19%
5 Years (annualized)
+3.58%
10 Years (annualized)
+2.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NUSFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1 Year US Treasury Note Index(^IBML1YUTRSN)
This Mutual Fund (YTD)
+2.55%
Peer Avg (YTD)
+2.15%
vs Peers
+0.40%

NUSFX Mutual Fund Performance

NUSFX performance across multiple time periods: 1-month 0.36%, YTD 2.55%, 1-year 4.03%, 3-year 5.19%, 5-year 3.58%, 10-year 2.74%.

NUSFX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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