NEARX Mutual Fund

NEARX Mutual Fund

NAV$2.09
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Returns Overview

1 Month
+0.24%
3 Months
+0.66%
6 Months
+0.80%
YTD
+0.80%
1 Year
+2.56%
3 Years (annualized)
+2.71%
5 Years (annualized)
+0.71%
10 Years (annualized)
+0.95%

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
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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
Bloomberg 3-year Municipal Bond Index
This Mutual Fund (YTD)
+0.80%
Peer Avg (YTD)
+1.79%
vs Peers
-0.98%

NEARX Mutual Fund Performance

NEARX performance across multiple time periods: 1-month 0.24%, YTD 0.80%, 1-year 2.56%, 3-year 2.71%, 5-year 0.71%, 10-year 0.95%.

NEARX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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