NEJYX Mutual Fund

NEJYX Mutual Fund

NAV$24.56
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Returns Overview

1 Month
+5.02%
3 Months
+10.43%
6 Months
+13.03%
YTD
+13.03%
1 Year
+28.82%
3 Years (annualized)
+13.24%
5 Years (annualized)
+10.64%
10 Years (annualized)
+11.14%

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)
+13.03%
Peer Avg (YTD)
+18.52%
vs Peers
-5.50%

NEJYX Mutual Fund Performance

NEJYX performance across multiple time periods: 1-month 5.02%, YTD 13.03%, 1-year 28.82%, 3-year 13.24%, 5-year 10.64%, 10-year 11.14%.

NEJYX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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