NELCX Mutual Fund

NELCX Mutual Fund

NAV$58.36
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Returns Overview

1 Month
-0.59%
3 Months
+1.64%
6 Months
+4.96%
YTD
+6.10%
1 Year
+11.28%
3 Years (annualized)
+13.90%
5 Years (annualized)
+9.29%
10 Years (annualized)
+9.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NELCX 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)
+6.10%
Peer Avg (YTD)
+4.85%
vs Peers
+1.25%

NELCX Mutual Fund Performance

NELCX performance across multiple time periods: 1-month -0.59%, YTD 6.10%, 1-year 11.28%, 3-year 13.90%, 5-year 9.29%, 10-year 9.33%.

NELCX returns outperform the peer average of 4.85% YTD. With an expense ratio of 2.91%, investors should weigh costs against performance when evaluating this mutual fund.

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