NEDZX Mutual Fund

NEDZX Mutual Fund

NAV$23.61
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Returns Overview

1 Month
+0.25%
3 Months
-1.71%
6 Months
-0.61%
YTD
-0.46%
1 Year
+0.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEDZX 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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.46%
Peer Avg (YTD)
+1.93%
vs Peers
-2.39%

NEDZX Mutual Fund Performance

NEDZX performance across multiple time periods: 1-month 0.25%, YTD -0.46%, 1-year 0.54%.

NEDZX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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