NELIX Mutual Fund

NELIX Mutual Fund

NAV$70.33
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Returns Overview

1 Month
+0.79%
3 Months
-0.27%
6 Months
+7.82%
YTD
+7.55%
1 Year
+12.48%
3 Years (annualized)
+15.23%
5 Years (annualized)
+9.23%
10 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NELIX 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)
+7.55%
Peer Avg (YTD)
+6.23%
vs Peers
+1.32%

NELIX Mutual Fund Performance

NELIX performance across multiple time periods: 1-month 0.79%, YTD 7.55%, 1-year 12.48%, 3-year 15.23%, 5-year 9.23%, 10-year 10.04%.

NELIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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