NVSOX Mutual Fund

NVSOX Mutual Fund

NAV$15.11
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Returns Overview

1 Month
+7.64%
3 Months
+17.00%
6 Months
+15.09%
YTD
+12.38%
1 Year
+10.32%
3 Years (annualized)
+13.20%
5 Years (annualized)
+13.32%
10 Years (annualized)
+8.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NVSOX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+12.38%
Peer Avg (YTD)
+4.49%
vs Peers
+7.89%

NVSOX Mutual Fund Performance

NVSOX performance across multiple time periods: 1-month 7.64%, YTD 12.38%, 1-year 10.32%, 3-year 13.20%, 5-year 13.32%, 10-year 8.64%.

NVSOX returns outperform the peer average of 4.49% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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