NVLIX Mutual Fund

NVLIX Mutual Fund

NAV$60.77
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Returns Overview

1 Month
+1.45%
3 Months
-1.59%
6 Months
+12.54%
YTD
+6.90%
1 Year
+11.02%
3 Years (annualized)
+24.83%
5 Years (annualized)
+11.17%
10 Years (annualized)
+17.78%

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
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📉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)
+6.90%
Peer Avg (YTD)
+8.51%
vs Peers
-1.61%

NVLIX Mutual Fund Performance

NVLIX performance across multiple time periods: 1-month 1.45%, YTD 6.90%, 1-year 11.02%, 3-year 24.83%, 5-year 11.17%, 10-year 17.78%.

NVLIX returns trail the peer average of 8.51% 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.