NELYX Mutual Fund

NELYX Mutual Fund

NAV$10.70
See how much of NELYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.21%
3 Months
+0.25%
6 Months
-0.14%
YTD
+0.89%
1 Year
+2.23%
3 Years (annualized)
+4.26%
5 Years (annualized)
+1.91%
10 Years (annualized)
+1.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NELYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US 1-5 Year Government Bond Index(^BUSYRGBI)
This Mutual Fund (YTD)
+0.89%
Peer Avg (YTD)
+1.88%
vs Peers
-0.99%

NELYX Mutual Fund Performance

NELYX performance across multiple time periods: 1-month 0.21%, YTD 0.89%, 1-year 2.23%, 3-year 4.26%, 5-year 1.91%, 10-year 1.79%.

NELYX returns trail the peer average of 1.88% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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