NELCX Mutual Fund

NELCX Mutual Fund

NAV$58.19
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Returns Overview

1 Month
+0.69%
3 Months
-0.53%
6 Months
+7.27%
YTD
+6.84%
1 Year
+11.34%
3 Years (annualized)
+14.08%
5 Years (annualized)
+8.86%
10 Years (annualized)
+9.31%

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)
+6.84%
Peer Avg (YTD)
+6.23%
vs Peers
+0.61%

NELCX Mutual Fund Performance

NELCX performance across multiple time periods: 1-month 0.69%, YTD 6.84%, 1-year 11.34%, 3-year 14.08%, 5-year 8.86%, 10-year 9.31%.

NELCX returns outperform the peer average of 6.23% 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.