NESNX Mutual Fund

NAV$65.80

Returns Overview

1 Month
-2.85%
3 Months
+5.21%
6 Months
-2.03%
YTD
-2.03%
1 Year
+5.84%
3 Years (annualized)
+17.72%
5 Years (annualized)
+12.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NESNX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-2.03%
Peer Avg (YTD)
+9.51%
vs Peers
-11.54%

NESNX Mutual Fund Performance

NESNX performance across multiple time periods: 1-month -2.85%, YTD -2.03%, 1-year 5.84%, 3-year 17.72%, 5-year 12.71%.

NESNX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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