NERAX Mutual Fund

NAV$7.04

Returns Overview

1 Month
-0.85%
3 Months
+3.70%
6 Months
+6.39%
YTD
+8.29%
1 Year
+9.60%
3 Years (annualized)
+8.15%
5 Years (annualized)
+1.33%
10 Years (annualized)
+2.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NERAX 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
J.P. Morgan Government Bond Index
This Mutual Fund (YTD)
+8.29%
Peer Avg (YTD)
+6.37%
vs Peers
+1.92%

NERAX Mutual Fund Performance

NERAX performance across multiple time periods: 1-month -0.85%, YTD 8.29%, 1-year 9.60%, 3-year 8.15%, 5-year 1.33%, 10-year 2.77%.

NERAX returns outperform the peer average of 6.37% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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