NEIMX Mutual Fund

NAV$44.65

Returns Overview

1 Month
+1.15%
3 Months
+11.38%
6 Months
+17.63%
YTD
+16.59%
1 Year
+30.58%
3 Years (annualized)
+18.65%
5 Years (annualized)
+11.84%
10 Years (annualized)
+10.39%

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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.59%
Peer Avg (YTD)
+9.49%
vs Peers
+7.10%

NEIMX Mutual Fund Performance

NEIMX performance across multiple time periods: 1-month 1.15%, YTD 16.59%, 1-year 30.58%, 3-year 18.65%, 5-year 11.84%, 10-year 10.39%.

NEIMX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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