NECOX Mutual Fund

NECOX Mutual Fund

NAV$24.03
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Returns Overview

1 Month
+5.99%
3 Months
+5.75%
6 Months
+5.74%
YTD
+5.70%
1 Year
+13.58%
3 Years (annualized)
+13.42%
5 Years (annualized)
+9.48%
10 Years (annualized)
+12.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NECOX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.70%
Peer Avg (YTD)
+11.41%
vs Peers
-5.72%

NECOX Mutual Fund Performance

NECOX performance across multiple time periods: 1-month 5.99%, YTD 5.70%, 1-year 13.58%, 3-year 13.42%, 5-year 9.48%, 10-year 12.43%.

NECOX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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