NSIUX Mutual Fund

NAV$9.33

Returns Overview

1 Month
-0.01%
3 Months
+0.16%
6 Months
+0.30%
YTD
+0.30%
1 Year
+2.29%
3 Years (annualized)
+3.93%
5 Years (annualized)
+1.06%
10 Years (annualized)
+1.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSIUX 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
Bloomberg Barclays 1-5 Year US Government Index(^BB5YUSGI)
This Mutual Fund (YTD)
+0.30%
Peer Avg (YTD)
+1.92%
vs Peers
-1.63%

NSIUX Mutual Fund Performance

NSIUX performance across multiple time periods: 1-month -0.01%, YTD 0.30%, 1-year 2.29%, 3-year 3.93%, 5-year 1.06%, 10-year 1.16%.

NSIUX returns trail the peer average of 1.92% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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