NUSIX Mutual Fund

NUSIX Mutual Fund

NAV$10.11
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Returns Overview

1 Month
+0.40%
3 Months
+0.94%
6 Months
+1.86%
YTD
+3.04%
1 Year
+3.77%
3 Years (annualized)
+4.77%
5 Years (annualized)
+3.99%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Treasury Bellwethers -1 Year Index
This Mutual Fund (YTD)
+3.04%
Peer Avg (YTD)
+1.93%
vs Peers
+1.11%

NUSIX Mutual Fund Performance

NUSIX performance across multiple time periods: 1-month 0.40%, YTD 3.04%, 1-year 3.77%, 3-year 4.77%, 5-year 3.99%.

NUSIX returns outperform the peer average of 1.93% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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