NEOYX Mutual Fund

NEOYX Mutual Fund

NAV$35.55
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Returns Overview

1 Month
-6.97%
3 Months
+3.15%
6 Months
+5.83%
YTD
+3.35%
1 Year
+8.32%
3 Years (annualized)
+16.38%
5 Years (annualized)
+11.24%
10 Years (annualized)
+14.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEOYX 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 500 Index(SPX)
This Mutual Fund (YTD)
+3.35%
Peer Avg (YTD)
+10.00%
vs Peers
-6.65%

NEOYX Mutual Fund Performance

NEOYX performance across multiple time periods: 1-month -6.97%, YTD 3.35%, 1-year 8.32%, 3-year 16.38%, 5-year 11.24%, 10-year 14.72%.

NEOYX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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