NERNX Mutual Fund

NERNX Mutual Fund

NAV$11.43
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Returns Overview

1 Month
-1.35%
3 Months
-0.85%
6 Months
-0.77%
YTD
-0.39%
1 Year
+3.21%
3 Years (annualized)
+3.82%
5 Years (annualized)
-0.03%
10 Years (annualized)
+2.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NERNX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.39%
Peer Avg (YTD)
+1.04%
vs Peers
-1.43%

NERNX Mutual Fund Performance

NERNX performance across multiple time periods: 1-month -1.35%, YTD -0.39%, 1-year 3.21%, 3-year 3.82%, 5-year -0.03%, 10-year 2.14%.

NERNX returns trail the peer average of 1.04% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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