NELCX Mutual Fund

NELCX Mutual Fund

NAV$56.33
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Returns Overview

1 Month
-2.82%
3 Months
-2.20%
6 Months
-0.60%
YTD
+3.77%
1 Year
+3.07%
3 Years (annualized)
+14.36%
5 Years (annualized)
+7.96%
10 Years (annualized)
+8.95%

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)
+3.77%
Peer Avg (YTD)
+6.14%
vs Peers
-2.37%

NELCX Mutual Fund Performance

NELCX performance across multiple time periods: 1-month -2.82%, YTD 3.77%, 1-year 3.07%, 3-year 14.36%, 5-year 7.96%, 10-year 8.95%.

NELCX returns trail the peer average of 6.14% 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.