NELAX Mutual Fund

NELAX Mutual Fund

NAV$67.22
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Returns Overview

1 Month
+0.77%
3 Months
-0.33%
6 Months
+7.68%
YTD
+7.37%
1 Year
+12.20%
3 Years (annualized)
+14.94%
5 Years (annualized)
+8.93%
10 Years (annualized)
+9.75%

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)
+7.37%
Peer Avg (YTD)
+6.23%
vs Peers
+1.15%

NELAX Mutual Fund Performance

NELAX performance across multiple time periods: 1-month 0.77%, YTD 7.37%, 1-year 12.20%, 3-year 14.94%, 5-year 8.93%, 10-year 9.75%.

NELAX returns outperform the peer average of 6.23% 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.