NESYX Mutual Fund

NESYX Mutual Fund

NAV$66.00
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Returns Overview

1 Month
-4.42%
3 Months
+4.29%
6 Months
+9.72%
YTD
+2.15%
1 Year
+4.49%
3 Years (annualized)
+19.01%
5 Years (annualized)
+11.28%
10 Years (annualized)
+15.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NESYX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+2.15%
Peer Avg (YTD)
+9.98%
vs Peers
-7.84%

NESYX Mutual Fund Performance

NESYX performance across multiple time periods: 1-month -4.42%, YTD 2.15%, 1-year 4.49%, 3-year 19.01%, 5-year 11.28%, 10-year 15.29%.

NESYX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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