NECCX Mutual Fund

NECCX Mutual Fund

NAV$11.29
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Returns Overview

1 Month
-4.54%
3 Months
+3.99%
6 Months
+9.13%
YTD
+1.36%
1 Year
+3.35%
3 Years (annualized)
+20.87%
5 Years (annualized)
+11.97%
10 Years (annualized)
+14.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NECCX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+1.36%
Peer Avg (YTD)
+9.98%
vs Peers
-8.62%

NECCX Mutual Fund Performance

NECCX performance across multiple time periods: 1-month -4.54%, YTD 1.36%, 1-year 3.35%, 3-year 20.87%, 5-year 11.97%, 10-year 14.68%.

NECCX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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