NEJCX Mutual Fund

NEJCX Mutual Fund

NAV$6.01
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Returns Overview

1 Month
-4.49%
3 Months
-6.30%
6 Months
+3.18%
YTD
+5.38%
1 Year
+10.47%
3 Years (annualized)
+10.90%
5 Years (annualized)
+8.84%
10 Years (annualized)
+9.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEJCX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+5.38%
Peer Avg (YTD)
+10.34%
vs Peers
-4.96%

NEJCX Mutual Fund Performance

NEJCX performance across multiple time periods: 1-month -4.49%, YTD 5.38%, 1-year 10.47%, 3-year 10.90%, 5-year 8.84%, 10-year 9.08%.

NEJCX returns trail the peer average of 10.34% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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