NEJCX Mutual Fund

NEJCX Mutual Fund

NAV$6.23
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Returns Overview

1 Month
-1.42%
3 Months
+0.81%
6 Months
+5.02%
YTD
+10.87%
1 Year
+22.07%
3 Years (annualized)
+10.54%
5 Years (annualized)
+9.36%
10 Years (annualized)
+9.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEJCX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+10.87%
Peer Avg (YTD)
+15.31%
vs Peers
-4.44%

NEJCX Mutual Fund Performance

NEJCX performance across multiple time periods: 1-month -1.42%, YTD 10.87%, 1-year 22.07%, 3-year 10.54%, 5-year 9.36%, 10-year 9.27%.

NEJCX returns trail the peer average of 15.31% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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