NEXTX Mutual Fund

NAV$38.03

Returns Overview

1 Month
-1.27%
3 Months
+7.79%
6 Months
+11.91%
YTD
+9.84%
1 Year
+14.49%
3 Years (annualized)
+4.93%
5 Years (annualized)
-3.04%
10 Years (annualized)
+12.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEXTX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 1500 Index(^SP1500:SP)
This Mutual Fund (YTD)
+9.84%
Peer Avg (YTD)
+16.06%
vs Peers
-6.22%

NEXTX Mutual Fund Performance

NEXTX performance across multiple time periods: 1-month -1.27%, YTD 9.84%, 1-year 14.49%, 3-year 4.93%, 5-year -3.04%, 10-year 12.27%.

NEXTX returns trail the peer average of 16.06% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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