NEHYX Mutual Fund

NAV$3.64
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Returns Overview

1 Month
+0.33%
3 Months
+2.54%
6 Months
+2.36%
YTD
+2.36%
1 Year
+7.01%
3 Years (annualized)
+9.19%
5 Years (annualized)
+3.00%
10 Years (annualized)
+4.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEHYX 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

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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
Bloomberg US Corporate High Yield Index(^BUSCTHYI)
This Mutual Fund (YTD)
+2.36%
Peer Avg (YTD)
+3.23%
vs Peers
-0.87%

NEHYX Mutual Fund Performance

NEHYX performance across multiple time periods: 1-month 0.33%, YTD 2.36%, 1-year 7.01%, 3-year 9.19%, 5-year 3.00%, 10-year 4.93%.

NEHYX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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