NEMIX Mutual Fund

NAV$29.10

Returns Overview

1 Month
-4.84%
3 Months
-1.32%
6 Months
+1.55%
YTD
-0.37%
1 Year
+17.28%
3 Years (annualized)
+16.24%
5 Years (annualized)
+2.44%
10 Years (annualized)
+6.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEMIX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
-0.37%
Peer Avg (YTD)
+23.08%
vs Peers
-23.45%

NEMIX Mutual Fund Performance

NEMIX performance across multiple time periods: 1-month -4.84%, YTD -0.37%, 1-year 17.28%, 3-year 16.24%, 5-year 2.44%, 10-year 6.78%.

NEMIX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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