NEOYX Mutual Fund

NEOYX Mutual Fund

NAV$36.06
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Returns Overview

1 Month
+0.91%
3 Months
+2.60%
6 Months
+0.20%
YTD
+0.20%
1 Year
+8.54%
3 Years (annualized)
+13.59%
5 Years (annualized)
+9.83%
10 Years (annualized)
+14.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEOYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.20%
Peer Avg (YTD)
+9.49%
vs Peers
-9.29%

NEOYX Mutual Fund Performance

NEOYX performance across multiple time periods: 1-month 0.91%, YTD 0.20%, 1-year 8.54%, 3-year 13.59%, 5-year 9.83%, 10-year 14.36%.

NEOYX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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