NEHCX Mutual Fund

NEHCX Mutual Fund

NAV$3.66
See how much of NEHCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.36%
3 Months
+0.34%
6 Months
+0.75%
YTD
+1.47%
1 Year
+4.71%
3 Years (annualized)
+7.32%
5 Years (annualized)
+1.86%
10 Years (annualized)
+3.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEHCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Corporate High Yield Index(^BUSCTHYI)
This Mutual Fund (YTD)
+1.47%
Peer Avg (YTD)
+0.12%
vs Peers
+1.35%

NEHCX Mutual Fund Performance

NEHCX performance across multiple time periods: 1-month -0.36%, YTD 1.47%, 1-year 4.71%, 3-year 7.32%, 5-year 1.86%, 10-year 3.58%.

NEHCX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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