NECRX Mutual Fund

NECRX Mutual Fund

NAV$10.96
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Returns Overview

1 Month
-3.03%
3 Months
-4.11%
6 Months
-3.55%
YTD
-3.77%
1 Year
-3.10%
3 Years (annualized)
+3.14%
5 Years (annualized)
-1.05%
10 Years (annualized)
+0.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NECRX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.77%
Peer Avg (YTD)
-1.38%
vs Peers
-2.39%

NECRX Mutual Fund Performance

NECRX performance across multiple time periods: 1-month -3.03%, YTD -3.77%, 1-year -3.10%, 3-year 3.14%, 5-year -1.05%, 10-year 0.99%.

NECRX returns trail the peer average of -1.38% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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