NELAX Mutual Fund

NELAX Mutual Fund

NAV$67.12
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Returns Overview

1 Month
-0.52%
3 Months
+1.83%
6 Months
+5.35%
YTD
+6.56%
1 Year
+12.12%
3 Years (annualized)
+14.76%
5 Years (annualized)
+10.07%
10 Years (annualized)
+10.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NELAX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+6.56%
Peer Avg (YTD)
+4.85%
vs Peers
+1.71%

NELAX Mutual Fund Performance

NELAX performance across multiple time periods: 1-month -0.52%, YTD 6.56%, 1-year 12.12%, 3-year 14.76%, 5-year 10.07%, 10-year 10.13%.

NELAX returns outperform the peer average of 4.85% YTD. With an expense ratio of 2.16%, investors should weigh costs against performance when evaluating this mutual fund.

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