NERNX Mutual Fund

NERNX Mutual Fund

NAV$11.01
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Returns Overview

3 Months
-0.81%
6 Months
-4.13%
YTD
-0.05%
1 Year
+2.19%
3 Years (annualized)
-0.18%
5 Years (annualized)
-3.86%
10 Years (annualized)
-1.50%

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
PROUpgrade to run
🏦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)
-0.05%
Peer Avg (YTD)
+0.56%
vs Peers
-0.61%

NERNX Mutual Fund Performance

NERNX performance across multiple time periods: YTD -0.05%, 1-year 2.19%, 3-year -0.18%, 5-year -3.86%, 10-year -1.50%.

NERNX returns trail the peer average of 0.56% 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.