NEAGX Mutual Fund

NEAGX Mutual Fund

NAV$76.43
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Returns Overview

1 Month
-19.72%
3 Months
-1.94%
6 Months
+20.39%
YTD
+33.20%
1 Year
+47.80%
3 Years (annualized)
+24.74%
5 Years (annualized)
+17.39%
10 Years (annualized)
+19.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEAGX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+33.20%
Peer Avg (YTD)
+11.56%
vs Peers
+21.64%

NEAGX Mutual Fund Performance

NEAGX performance across multiple time periods: 1-month -19.72%, YTD 33.20%, 1-year 47.80%, 3-year 24.74%, 5-year 17.39%, 10-year 19.84%.

NEAGX returns outperform the peer average of 11.56% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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