NECCX Mutual Fund

NECCX Mutual Fund

NAV$11.48
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Returns Overview

1 Month
+3.33%
3 Months
+2.45%
6 Months
+1.62%
YTD
+0.71%
1 Year
+7.18%
3 Years (annualized)
+14.94%
5 Years (annualized)
+9.73%
10 Years (annualized)
+14.22%

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
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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 1000 Index(^RUI)
This Mutual Fund (YTD)
+0.71%
Peer Avg (YTD)
+9.41%
vs Peers
-8.70%

NECCX Mutual Fund Performance

NECCX performance across multiple time periods: 1-month 3.33%, YTD 0.71%, 1-year 7.18%, 3-year 14.94%, 5-year 9.73%, 10-year 14.22%.

NECCX returns trail the peer average of 9.41% 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.