NEAMX Mutual Fund

NEAMX Mutual Fund

NAV$45.01
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Returns Overview

1 Month
+1.39%
3 Months
+6.09%
6 Months
+11.75%
YTD
+19.26%
1 Year
+31.18%
3 Years (annualized)
+17.90%
5 Years (annualized)
+11.94%
10 Years (annualized)
+10.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEAMX 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 500 Index(SPX)
This Mutual Fund (YTD)
+19.26%
Peer Avg (YTD)
+11.41%
vs Peers
+7.85%

NEAMX Mutual Fund Performance

NEAMX performance across multiple time periods: 1-month 1.39%, YTD 19.26%, 1-year 31.18%, 3-year 17.90%, 5-year 11.94%, 10-year 10.44%.

NEAMX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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