NEEGX Mutual Fund

NEEGX Mutual Fund

NAV$88.75
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Returns Overview

1 Month
+9.13%
3 Months
+42.92%
6 Months
+65.33%
YTD
+59.63%
1 Year
+90.12%
3 Years (annualized)
+28.41%
5 Years (annualized)
+15.79%
10 Years (annualized)
+22.31%

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)
+59.63%
Peer Avg (YTD)
+16.06%
vs Peers
+43.57%

NEEGX Mutual Fund Performance

NEEGX performance across multiple time periods: 1-month 9.13%, YTD 59.63%, 1-year 90.12%, 3-year 28.41%, 5-year 15.79%, 10-year 22.31%.

NEEGX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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