NEXTX Mutual Fund

NEXTX Mutual Fund

NAV$36.18
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Returns Overview

1 Month
-5.11%
3 Months
-6.23%
6 Months
+1.08%
YTD
+3.00%
1 Year
+1.42%
3 Years (annualized)
+5.95%
5 Years (annualized)
-4.18%
10 Years (annualized)
+11.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEXTX 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 1500 Index(^SP1500:SP)
This Mutual Fund (YTD)
+3.00%
Peer Avg (YTD)
+16.41%
vs Peers
-13.40%

NEXTX Mutual Fund Performance

NEXTX performance across multiple time periods: 1-month -5.11%, YTD 3.00%, 1-year 1.42%, 3-year 5.95%, 5-year -4.18%, 10-year 11.18%.

NEXTX returns trail the peer average of 16.41% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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