NEQCX Mutual Fund

NEQCX Mutual Fund

NAV$9.19
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Returns Overview

1 Month
+2.88%
3 Months
+2.41%
6 Months
+3.98%
YTD
+2.23%
1 Year
+7.00%
3 Years (annualized)
+11.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEQCX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.23%
Peer Avg (YTD)
+1.79%
vs Peers
+0.43%

NEQCX Mutual Fund Performance

NEQCX performance across multiple time periods: 1-month 2.88%, YTD 2.23%, 1-year 7.00%, 3-year 11.20%.

NEQCX returns outperform the peer average of 1.79% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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