NEIMX Mutual Fund

NEIMX Mutual Fund

NAV$45.82
See how much of NEIMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.62%
3 Months
+5.24%
6 Months
+11.78%
YTD
+22.39%
1 Year
+31.00%
3 Years (annualized)
+19.90%
5 Years (annualized)
+12.15%
10 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEIMX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+22.39%
Peer Avg (YTD)
+12.44%
vs Peers
+9.95%

NEIMX Mutual Fund Performance

NEIMX performance across multiple time periods: 1-month 2.62%, YTD 22.39%, 1-year 31.00%, 3-year 19.90%, 5-year 12.15%, 10-year 10.61%.

NEIMX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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