NESIX Mutual Fund

NAV$35.67

Returns Overview

1 Month
+8.41%
3 Months
+61.99%
6 Months
+87.13%
YTD
+82.79%
1 Year
+114.10%
3 Years (annualized)
+34.47%
5 Years (annualized)
+10.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NESIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+82.79%
Peer Avg (YTD)
+16.06%
vs Peers
+66.73%

NESIX Mutual Fund Performance

NESIX performance across multiple time periods: 1-month 8.41%, YTD 82.79%, 1-year 114.10%, 3-year 34.47%, 5-year 10.26%.

NESIX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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