NEDCX Mutual Fund

NEDCX Mutual Fund

See how much of NEDCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.17%
3 Months
-1.22%
6 Months
+0.50%
YTD
+0.65%
1 Year
-0.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEDCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.65%
Peer Avg (YTD)
+1.93%
vs Peers
-1.28%

NEDCX Mutual Fund Performance

NEDCX performance across multiple time periods: 1-month -0.17%, YTD 0.65%, 1-year -0.50%.

NEDCX returns trail the peer average of 1.93% YTD. With an expense ratio of 2.40%, investors should weigh costs against performance when evaluating this mutual fund.

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