NESYX Mutual Fund

NESYX Mutual Fund

NAV$66.92
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Returns Overview

1 Month
+3.41%
3 Months
+2.74%
6 Months
+2.13%
YTD
+1.28%
1 Year
+8.30%
3 Years (annualized)
+16.09%
5 Years (annualized)
+10.83%
10 Years (annualized)
+14.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NESYX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+1.28%
Peer Avg (YTD)
+9.41%
vs Peers
-8.13%

NESYX Mutual Fund Performance

NESYX performance across multiple time periods: 1-month 3.41%, YTD 1.28%, 1-year 8.30%, 3-year 16.09%, 5-year 10.83%, 10-year 14.84%.

NESYX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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