NEAIX Mutual Fund

NEAIX Mutual Fund

NAV$83.55
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Returns Overview

1 Month
-19.69%
3 Months
-1.84%
6 Months
+20.62%
YTD
+33.50%
1 Year
+48.40%
3 Years (annualized)
+25.34%
5 Years (annualized)
+18.01%
10 Years (annualized)
+20.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEAIX 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)
+33.50%
Peer Avg (YTD)
+11.56%
vs Peers
+21.94%

NEAIX Mutual Fund Performance

NEAIX performance across multiple time periods: 1-month -19.69%, YTD 33.50%, 1-year 48.40%, 3-year 25.34%, 5-year 18.01%, 10-year 20.49%.

NEAIX returns outperform the peer average of 11.56% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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