NVSCX Mutual Fund

NVSCX Mutual Fund

NAV$32.77
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Returns Overview

1 Month
+3.70%
3 Months
+10.62%
6 Months
+8.57%
YTD
+4.69%
1 Year
+14.44%
3 Years (annualized)
+15.52%
5 Years (annualized)
+22.22%
10 Years (annualized)
+17.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NVSCX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.69%
Peer Avg (YTD)
+4.49%
vs Peers
+0.20%

NVSCX Mutual Fund Performance

NVSCX performance across multiple time periods: 1-month 3.70%, YTD 4.69%, 1-year 14.44%, 3-year 15.52%, 5-year 22.22%, 10-year 17.11%.

NVSCX returns outperform the peer average of 4.49% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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