NEZYX Mutual Fund

NEZYX Mutual Fund

NAV$11.79
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Returns Overview

1 Month
+1.72%
3 Months
-0.43%
6 Months
-1.07%
YTD
-0.63%
1 Year
+0.93%
3 Years (annualized)
+9.25%
5 Years (annualized)
+2.21%
10 Years (annualized)
+3.22%

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)
-0.63%
Peer Avg (YTD)
+1.93%
vs Peers
-2.56%

NEZYX Mutual Fund Performance

NEZYX performance across multiple time periods: 1-month 1.72%, YTD -0.63%, 1-year 0.93%, 3-year 9.25%, 5-year 2.21%, 10-year 3.22%.

NEZYX returns trail the peer average of 1.93% 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.