NEHCX Mutual Fund

NEHCX Mutual Fund

NAV$3.67
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Returns Overview

1 Month
+0.24%
3 Months
+2.55%
6 Months
+1.83%
YTD
+1.83%
1 Year
+5.88%
3 Years (annualized)
+8.13%
5 Years (annualized)
+1.94%
10 Years (annualized)
+3.82%

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
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📉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
Bloomberg US Corporate High Yield Index(^BUSCTHYI)
This Mutual Fund (YTD)
+1.83%
Peer Avg (YTD)
+3.23%
vs Peers
-1.39%

NEHCX Mutual Fund Performance

NEHCX performance across multiple time periods: 1-month 0.24%, YTD 1.83%, 1-year 5.88%, 3-year 8.13%, 5-year 1.94%, 10-year 3.82%.

NEHCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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