NEAIX Mutual Fund

NEAIX Mutual Fund

NAV$74.22
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Returns Overview

1 Month
+3.81%
3 Months
-24.19%
6 Months
+12.50%
YTD
+24.03%
1 Year
+30.06%
3 Years (annualized)
+23.69%
5 Years (annualized)
+15.25%
10 Years (annualized)
+20.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEAIX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+24.03%
Peer Avg (YTD)
+16.41%
vs Peers
+7.63%

NEAIX Mutual Fund Performance

NEAIX performance across multiple time periods: 1-month 3.81%, YTD 24.03%, 1-year 30.06%, 3-year 23.69%, 5-year 15.25%, 10-year 20.49%.

NEAIX returns outperform the peer average of 16.41% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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