NEOYX Mutual Fund

NEOYX Mutual Fund

NAV$36.99
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Returns Overview

1 Month
+6.09%
3 Months
+5.99%
6 Months
+6.23%
YTD
+6.29%
1 Year
+14.70%
3 Years (annualized)
+14.57%
5 Years (annualized)
+11.43%
10 Years (annualized)
+14.01%

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
PROUpgrade to run
🏦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)
+6.29%
Peer Avg (YTD)
+11.41%
vs Peers
-5.12%

NEOYX Mutual Fund Performance

NEOYX performance across multiple time periods: 1-month 6.09%, YTD 6.29%, 1-year 14.70%, 3-year 14.57%, 5-year 11.43%, 10-year 14.01%.

NEOYX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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