NEEIX Mutual Fund

NEEIX Mutual Fund

NAV$74.64
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Returns Overview

1 Month
-10.00%
3 Months
-4.21%
6 Months
-4.48%
YTD
+25.72%
1 Year
+24.54%
3 Years (annualized)
+26.89%
5 Years (annualized)
+7.13%
10 Years (annualized)
+14.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEEIX 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)
+25.72%
Peer Avg (YTD)
+11.26%
vs Peers
+14.46%

NEEIX Mutual Fund Performance

NEEIX performance across multiple time periods: 1-month -10.00%, YTD 25.72%, 1-year 24.54%, 3-year 26.89%, 5-year 7.13%, 10-year 14.70%.

NEEIX returns outperform the peer average of 11.26% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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