NEZAX Mutual Fund

NEZAX Mutual Fund

NAV$12.14
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Returns Overview

1 Month
-0.05%
3 Months
+1.48%
6 Months
+0.37%
YTD
+0.37%
1 Year
+4.91%
3 Years (annualized)
+7.51%
5 Years (annualized)
+2.06%
10 Years (annualized)
+3.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEZAX 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
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📉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)
+0.37%
Peer Avg (YTD)
+3.23%
vs Peers
-2.85%

NEZAX Mutual Fund Performance

NEZAX performance across multiple time periods: 1-month -0.05%, YTD 0.37%, 1-year 4.91%, 3-year 7.51%, 5-year 2.06%, 10-year 3.06%.

NEZAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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