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Northern US Quality ESG I (NUEIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.68+0.25 (+1.36%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.77%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (30 Apr 2024)31.24%
Worst 1-yr total return (30 Apr 2024)N/A
Best 3-yr total return31.24%
Worst 3-yr total return10.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNUEIXCategory
YTD8.85%14.84%
1-month3.23%1.65%
3-month8.85%7.55%
1-year28.01%40.47%
3-year10.28%16.77%
5-year14.96%16.15%
10-year0.00%13.21%
Last bull market42.98%24.09%
Last bear market-15.03%-17.61%

Annual total return (%) history

Year
NUEIXCategory
2024
N/AN/A
2023
25.17%N/A
2022
-18.89%N/A
2021
31.24%N/A
2020
N/A15.83%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.85%N/AN/AN/A
20236.43%8.28%-2.74%11.67%
2022-6.37%-15.03%-5.16%7.51%
20218.16%8.86%0.52%10.89%
202012.36%N/AN/AN/A

Rank in category (by total return)

YTD74
1-month50
3-month74
1-year56
3-year50
5-year25

Load adjusted returns

1-year28.01%
3-year10.28%
5-year14.96%
10-yearN/A