NECLX Mutual Fund

NECLX Mutual Fund

NAV$10.62
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Returns Overview

1 Month
+0.03%
3 Months
-0.01%
6 Months
-0.66%
YTD
+0.12%
1 Year
+1.11%
3 Years (annualized)
+3.33%
5 Years (annualized)
+0.90%
10 Years (annualized)
+0.77%

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)
+0.12%
Peer Avg (YTD)
+1.88%
vs Peers
-1.76%

NECLX Mutual Fund Performance

NECLX performance across multiple time periods: 1-month 0.03%, YTD 0.12%, 1-year 1.11%, 3-year 3.33%, 5-year 0.90%, 10-year 0.77%.

NECLX returns trail the peer average of 1.88% 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.