NEJYX Mutual Fund

NEJYX Mutual Fund

NAV$24.08
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Returns Overview

1 Month
-1.39%
3 Months
+1.00%
6 Months
+5.41%
YTD
+11.46%
1 Year
+23.12%
3 Years (annualized)
+11.62%
5 Years (annualized)
+10.45%
10 Years (annualized)
+10.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEJYX 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)
+11.46%
Peer Avg (YTD)
+15.31%
vs Peers
-3.85%

NEJYX Mutual Fund Performance

NEJYX performance across multiple time periods: 1-month -1.39%, YTD 11.46%, 1-year 23.12%, 3-year 11.62%, 5-year 10.45%, 10-year 10.37%.

NEJYX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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