NECLX Mutual Fund

NECLX Mutual Fund

NAV$10.67
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Returns Overview

1 Month
+0.75%
3 Months
-0.12%
6 Months
-0.23%
YTD
-0.04%
1 Year
+0.50%
3 Years (annualized)
+3.43%
5 Years (annualized)
+1.13%
10 Years (annualized)
+0.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NECLX 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 US 1-5 Year Government Bond Index(^BUSYRGBI)
This Mutual Fund (YTD)
-0.04%
Peer Avg (YTD)
+1.80%
vs Peers
-1.84%

NECLX Mutual Fund Performance

NECLX performance across multiple time periods: 1-month 0.75%, YTD -0.04%, 1-year 0.50%, 3-year 3.43%, 5-year 1.13%, 10-year 0.82%.

NECLX returns trail the peer average of 1.80% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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