NEMIX Mutual Fund

NEMIX Mutual Fund

NAV$27.63
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Returns Overview

1 Month
-3.38%
3 Months
-5.37%
6 Months
-5.14%
YTD
+0.52%
1 Year
+1.79%
3 Years (annualized)
+19.81%
5 Years (annualized)
+3.94%
10 Years (annualized)
+6.02%

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
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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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+0.52%
Peer Avg (YTD)
+9.82%
vs Peers
-9.30%

NEMIX Mutual Fund Performance

NEMIX performance across multiple time periods: 1-month -3.38%, YTD 0.52%, 1-year 1.79%, 3-year 19.81%, 5-year 3.94%, 10-year 6.02%.

NEMIX returns trail the peer average of 9.82% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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