NEHYX Mutual Fund

NEHYX Mutual Fund

NAV$3.51
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Returns Overview

1 Month
+1.08%
3 Months
+1.14%
6 Months
+2.35%
YTD
+3.18%
1 Year
+5.31%
3 Years (annualized)
+8.75%
5 Years (annualized)
+3.02%
10 Years (annualized)
+4.54%

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
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
Bloomberg US Corporate High Yield Index(^BUSCTHYI)
This Mutual Fund (YTD)
+3.18%
Peer Avg (YTD)
+2.15%
vs Peers
+1.03%

NEHYX Mutual Fund Performance

NEHYX performance across multiple time periods: 1-month 1.08%, YTD 3.18%, 1-year 5.31%, 3-year 8.75%, 5-year 3.02%, 10-year 4.54%.

NEHYX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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