NERIX Mutual Fund

NAV$49.88

Returns Overview

1 Month
-0.81%
3 Months
+3.75%
6 Months
+6.50%
YTD
+8.43%
1 Year
+9.97%
3 Years (annualized)
+8.03%
5 Years (annualized)
+1.15%
10 Years (annualized)
+2.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NERIX 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)
+8.43%
Peer Avg (YTD)
+6.37%
vs Peers
+2.06%

NERIX Mutual Fund Performance

NERIX performance across multiple time periods: 1-month -0.81%, YTD 8.43%, 1-year 9.97%, 3-year 8.03%, 5-year 1.15%, 10-year 2.88%.

NERIX returns outperform the peer average of 6.37% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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