NEEGX Mutual Fund

NEEGX Mutual Fund

NAV$84.05
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Returns Overview

1 Month
-17.98%
3 Months
-0.37%
6 Months
+18.08%
YTD
+35.60%
1 Year
+50.54%
3 Years (annualized)
+17.34%
5 Years (annualized)
+9.04%
10 Years (annualized)
+14.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEEGX 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 Midcap 400 Index(MID)
This Mutual Fund (YTD)
+35.60%
Peer Avg (YTD)
+11.56%
vs Peers
+24.04%

NEEGX Mutual Fund Performance

NEEGX performance across multiple time periods: 1-month -17.98%, YTD 35.60%, 1-year 50.54%, 3-year 17.34%, 5-year 9.04%, 10-year 14.20%.

NEEGX returns outperform the peer average of 11.56% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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