NECOX Mutual Fund

NAV$23.33

Returns Overview

1 Month
+0.84%
3 Months
+2.38%
6 Months
-0.28%
YTD
-0.28%
1 Year
+7.49%
3 Years (annualized)
+11.80%
5 Years (annualized)
+8.35%
10 Years (annualized)
+12.35%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-0.28%
Peer Avg (YTD)
+9.49%
vs Peers
-9.77%

NECOX Mutual Fund Performance

NECOX performance across multiple time periods: 1-month 0.84%, YTD -0.28%, 1-year 7.49%, 3-year 11.80%, 5-year 8.35%, 10-year 12.35%.

NECOX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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