NEEIX Mutual Fund

NAV$94.44

Returns Overview

1 Month
+9.15%
3 Months
+43.05%
6 Months
+65.64%
YTD
+59.95%
1 Year
+90.95%
3 Years (annualized)
+30.46%
5 Years (annualized)
+17.04%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+59.95%
Peer Avg (YTD)
+16.06%
vs Peers
+43.89%

NEEIX Mutual Fund Performance

NEEIX performance across multiple time periods: 1-month 9.15%, YTD 59.95%, 1-year 90.95%, 3-year 30.46%, 5-year 17.04%.

NEEIX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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