NVLIX Mutual Fund

NVLIX Mutual Fund

NAV$60.50
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Returns Overview

1 Month
-0.76%
3 Months
+21.50%
6 Months
+7.41%
YTD
+7.80%
1 Year
+12.81%
3 Years (annualized)
+26.16%
5 Years (annualized)
+13.26%
10 Years (annualized)
+18.46%

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
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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
Lipper Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
+7.80%
Peer Avg (YTD)
+8.97%
vs Peers
-1.17%

NVLIX Mutual Fund Performance

NVLIX performance across multiple time periods: 1-month -0.76%, YTD 7.80%, 1-year 12.81%, 3-year 26.16%, 5-year 13.26%, 10-year 18.46%.

NVLIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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