NEARX Mutual Fund

NEARX Mutual Fund

NAV$2.09
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Returns Overview

1 Month
-0.25%
3 Months
+0.21%
6 Months
-0.12%
YTD
+0.55%
1 Year
+1.61%
3 Years (annualized)
+2.80%
5 Years (annualized)
+0.60%
10 Years (annualized)
+0.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEARX 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
PROUpgrade to run
🏦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
Bloomberg 3-year Municipal Bond Index
This Mutual Fund (YTD)
+0.55%
Peer Avg (YTD)
+0.23%
vs Peers
+0.32%

NEARX Mutual Fund Performance

NEARX performance across multiple time periods: 1-month -0.25%, YTD 0.55%, 1-year 1.61%, 3-year 2.80%, 5-year 0.60%, 10-year 0.84%.

NEARX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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