NAESX Mutual Fund

NAESX Mutual Fund

NAV$144.03
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Returns Overview

1 Month
-2.60%
3 Months
+3.74%
6 Months
+9.37%
YTD
+15.09%
1 Year
+22.94%
3 Years (annualized)
+13.72%
5 Years (annualized)
+7.30%
10 Years (annualized)
+10.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NAESX 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
Morningstar US Small Cap Index(MSTARUSMCI)
This Mutual Fund (YTD)
+15.09%
Peer Avg (YTD)
+15.31%
vs Peers
-0.22%

NAESX Mutual Fund Performance

NAESX performance across multiple time periods: 1-month -2.60%, YTD 15.09%, 1-year 22.94%, 3-year 13.72%, 5-year 7.30%, 10-year 10.77%.

NAESX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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