NEZYX Mutual Fund

NEZYX Mutual Fund

NAV$12.19
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Returns Overview

1 Month
-0.81%
3 Months
-0.64%
6 Months
-0.66%
YTD
-0.20%
1 Year
+4.54%
3 Years (annualized)
+7.33%
5 Years (annualized)
+2.28%
10 Years (annualized)
+3.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEZYX 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)
-0.20%
Peer Avg (YTD)
+0.12%
vs Peers
-0.32%

NEZYX Mutual Fund Performance

NEZYX performance across multiple time periods: 1-month -0.81%, YTD -0.20%, 1-year 4.54%, 3-year 7.33%, 5-year 2.28%, 10-year 3.25%.

NEZYX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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