NERCX Mutual Fund

NERCX Mutual Fund

NAV$7.04
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Returns Overview

1 Month
-0.71%
3 Months
+3.70%
6 Months
+6.27%
YTD
+8.10%
1 Year
+9.12%
3 Years (annualized)
+6.87%
5 Years (annualized)
+0.22%
10 Years (annualized)
+1.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NERCX 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
J.P. Morgan Government Bond Index
This Mutual Fund (YTD)
+8.10%
Peer Avg (YTD)
+6.37%
vs Peers
+1.73%

NERCX Mutual Fund Performance

NERCX performance across multiple time periods: 1-month -0.71%, YTD 8.10%, 1-year 9.12%, 3-year 6.87%, 5-year 0.22%, 10-year 1.84%.

NERCX returns outperform the peer average of 6.37% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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