NELCX Mutual Fund

NAV$59.22

Returns Overview

1 Month
-0.63%
3 Months
+9.67%
6 Months
+7.08%
YTD
+6.73%
1 Year
+13.39%
3 Years (annualized)
+16.73%
5 Years (annualized)
+9.56%
10 Years (annualized)
+9.88%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+6.73%
Peer Avg (YTD)
+3.78%
vs Peers
+2.95%

NELCX Mutual Fund Performance

NELCX performance across multiple time periods: 1-month -0.63%, YTD 6.73%, 1-year 13.39%, 3-year 16.73%, 5-year 9.56%, 10-year 9.88%.

NELCX returns outperform the peer average of 3.78% YTD. With an expense ratio of 2.91%, investors should weigh costs against performance when evaluating this mutual fund.

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