NOIEX Mutual Fund

NAV$21.01

Returns Overview

1 Month
-0.76%
3 Months
+13.57%
6 Months
+11.33%
YTD
+10.91%
1 Year
+23.95%
3 Years (annualized)
+19.03%
5 Years (annualized)
+12.65%
10 Years (annualized)
+13.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NOIEX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.91%
Peer Avg (YTD)
+9.49%
vs Peers
+1.42%

NOIEX Mutual Fund Performance

NOIEX performance across multiple time periods: 1-month -0.76%, YTD 10.91%, 1-year 23.95%, 3-year 19.03%, 5-year 12.65%, 10-year 13.20%.

NOIEX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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