NOVIX Mutual Fund

NOVIX Mutual Fund

NAV$6.27
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Returns Overview

1 Month
-1.10%
3 Months
+1.46%
6 Months
+6.52%
YTD
+15.51%
1 Year
+18.78%
3 Years (annualized)
+20.03%
5 Years (annualized)
+11.04%
10 Years (annualized)
+9.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NOVIX 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
Blended PutWrite Index
This Mutual Fund (YTD)
+15.51%
Peer Avg (YTD)
+3.05%
vs Peers
+12.46%

NOVIX Mutual Fund Performance

NOVIX performance across multiple time periods: 1-month -1.10%, YTD 15.51%, 1-year 18.78%, 3-year 20.03%, 5-year 11.04%, 10-year 9.28%.

NOVIX returns outperform the peer average of 3.05% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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