NECLX Mutual Fund

NECLX Mutual Fund

NAV$10.63
See how much of NECLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.90%
3 Months
-1.03%
6 Months
-0.95%
YTD
-0.79%
1 Year
-0.03%
3 Years (annualized)
+3.33%
5 Years (annualized)
+0.90%
10 Years (annualized)
+0.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NECLX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US 1-5 Year Government Bond Index(^BUSYRGBI)
This Mutual Fund (YTD)
-0.79%
Peer Avg (YTD)
+0.64%
vs Peers
-1.42%

NECLX Mutual Fund Performance

NECLX performance across multiple time periods: 1-month -0.90%, YTD -0.79%, 1-year -0.03%, 3-year 3.33%, 5-year 0.90%, 10-year 0.77%.

NECLX returns trail the peer average of 0.64% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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