NEHCX Mutual Fund

NEHCX Mutual Fund

NAV$3.56
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Returns Overview

1 Month
-2.55%
3 Months
-2.21%
6 Months
+0.28%
YTD
-0.42%
1 Year
+0.33%
3 Years (annualized)
+7.59%
5 Years (annualized)
+1.95%
10 Years (annualized)
+3.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEHCX 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
Bloomberg US Corporate High Yield Index(^BUSCTHYI)
This Mutual Fund (YTD)
-0.42%
Peer Avg (YTD)
+0.50%
vs Peers
-0.92%

NEHCX Mutual Fund Performance

NEHCX performance across multiple time periods: 1-month -2.55%, YTD -0.42%, 1-year 0.33%, 3-year 7.59%, 5-year 1.95%, 10-year 3.41%.

NEHCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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