NEJCX Mutual Fund

NAV$6.39
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Returns Overview

1 Month
+4.96%
3 Months
+10.12%
6 Months
+12.47%
YTD
+12.47%
1 Year
+27.51%
3 Years (annualized)
+12.15%
5 Years (annualized)
+19.29%
10 Years (annualized)
+20.21%

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
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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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+12.47%
Peer Avg (YTD)
+18.52%
vs Peers
-6.06%

NEJCX Mutual Fund Performance

NEJCX performance across multiple time periods: 1-month 4.96%, YTD 12.47%, 1-year 27.51%, 3-year 12.15%, 5-year 19.29%, 10-year 20.21%.

NEJCX returns trail the peer average of 18.52% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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