NECCX Mutual Fund

NECCX Mutual Fund

NAV$11.14
See how much of NECCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.29%
3 Months
+2.94%
6 Months
+5.47%
YTD
+3.70%
1 Year
+4.97%
3 Years (annualized)
+20.62%
5 Years (annualized)
+9.60%
10 Years (annualized)
+13.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NECCX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+3.70%
Peer Avg (YTD)
+9.28%
vs Peers
-5.57%

NECCX Mutual Fund Performance

NECCX performance across multiple time periods: 1-month 2.29%, YTD 3.70%, 1-year 4.97%, 3-year 20.62%, 5-year 9.60%, 10-year 13.94%.

NECCX returns trail the peer average of 9.28% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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