NEEIX Mutual Fund

NEEIX Mutual Fund

NAV$92.38
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Returns Overview

1 Month
+5.88%
3 Months
-12.67%
6 Months
+24.92%
YTD
+39.68%
1 Year
+52.21%
3 Years (annualized)
+23.29%
5 Years (annualized)
+11.48%
10 Years (annualized)
+14.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEEIX 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 Midcap 400 Index(MID)
This Mutual Fund (YTD)
+39.68%
Peer Avg (YTD)
+16.41%
vs Peers
+23.27%

NEEIX Mutual Fund Performance

NEEIX performance across multiple time periods: 1-month 5.88%, YTD 39.68%, 1-year 52.21%, 3-year 23.29%, 5-year 11.48%, 10-year 14.70%.

NEEIX returns outperform the peer average of 16.41% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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