NEAIX Mutual Fund

NEAIX Mutual Fund

NAV$65.98
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Returns Overview

1 Month
-10.98%
3 Months
-15.97%
6 Months
-17.52%
YTD
+10.41%
1 Year
+8.93%
3 Years (annualized)
+24.79%
5 Years (annualized)
+11.93%
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)
+10.41%
Peer Avg (YTD)
+11.26%
vs Peers
-0.84%

NEAIX Mutual Fund Performance

NEAIX performance across multiple time periods: 1-month -10.98%, YTD 10.41%, 1-year 8.93%, 3-year 24.79%, 5-year 11.93%, 10-year 20.49%.

NEAIX returns trail the peer average of 11.26% 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.