NVLIX Mutual Fund

NVLIX Mutual Fund

NAV$58.50
See how much of NVLIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.26%
3 Months
+4.56%
6 Months
+7.62%
YTD
+5.37%
1 Year
+8.48%
3 Years (annualized)
+19.38%
5 Years (annualized)
+10.07%
10 Years (annualized)
+16.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NVLIX 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
Lipper Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
+5.37%
Peer Avg (YTD)
+6.23%
vs Peers
-0.87%

NVLIX Mutual Fund Performance

NVLIX performance across multiple time periods: 1-month -2.26%, YTD 5.37%, 1-year 8.48%, 3-year 19.38%, 5-year 10.07%, 10-year 16.86%.

NVLIX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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