NEJYX Mutual Fund

NEJYX Mutual Fund

NAV$23.25
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Returns Overview

1 Month
-4.49%
3 Months
-6.08%
6 Months
+3.71%
YTD
+6.15%
1 Year
+11.50%
3 Years (annualized)
+12.04%
5 Years (annualized)
+10.38%
10 Years (annualized)
+10.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEJYX 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)
+6.15%
Peer Avg (YTD)
+10.34%
vs Peers
-4.19%

NEJYX Mutual Fund Performance

NEJYX performance across multiple time periods: 1-month -4.49%, YTD 6.15%, 1-year 11.50%, 3-year 12.04%, 5-year 10.38%, 10-year 10.40%.

NEJYX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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