NECOX Mutual Fund

NECOX Mutual Fund

NAV$23.05
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Returns Overview

1 Month
-7.04%
3 Months
+2.86%
6 Months
+5.31%
YTD
+2.57%
1 Year
+7.23%
3 Years (annualized)
+15.98%
5 Years (annualized)
+10.57%
10 Years (annualized)
+13.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NECOX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.57%
Peer Avg (YTD)
+10.00%
vs Peers
-7.43%

NECOX Mutual Fund Performance

NECOX performance across multiple time periods: 1-month -7.04%, YTD 2.57%, 1-year 7.23%, 3-year 15.98%, 5-year 10.57%, 10-year 13.13%.

NECOX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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