NERNX Mutual Fund

NERNX Mutual Fund

NAV$11.07
See how much of NERNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.99%
3 Months
-3.97%
6 Months
-3.06%
YTD
-3.04%
1 Year
-2.08%
3 Years (annualized)
-0.18%
5 Years (annualized)
-3.86%
10 Years (annualized)
-1.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NERNX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.04%
Peer Avg (YTD)
-1.38%
vs Peers
-1.66%

NERNX Mutual Fund Performance

NERNX performance across multiple time periods: 1-month -2.99%, YTD -3.04%, 1-year -2.08%, 3-year -0.18%, 5-year -3.86%, 10-year -1.50%.

NERNX returns trail the peer average of -1.38% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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