NUSIX Mutual Fund

NAV$10.11

Returns Overview

1 Month
+0.31%
3 Months
+1.01%
6 Months
+1.77%
YTD
+1.77%
1 Year
+4.11%
3 Years (annualized)
+4.99%
5 Years (annualized)
+3.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NUSIX 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
Bloomberg US Treasury Bellwethers -1 Year Index
This Mutual Fund (YTD)
+1.77%
Peer Avg (YTD)
+3.23%
vs Peers
-1.45%

NUSIX Mutual Fund Performance

NUSIX performance across multiple time periods: 1-month 0.31%, YTD 1.77%, 1-year 4.11%, 3-year 4.99%, 5-year 3.73%.

NUSIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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