NAESX Mutual Fund

NAV$144.67

Returns Overview

1 Month
+3.23%
3 Months
+15.69%
6 Months
+17.45%
YTD
+15.80%
1 Year
+28.54%
3 Years (annualized)
+16.33%
5 Years (annualized)
+7.42%
10 Years (annualized)
+11.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NAESX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
CRSP US Small Cap Index(CRSPSC1)
This Mutual Fund (YTD)
+15.80%
Peer Avg (YTD)
+18.52%
vs Peers
-2.73%

NAESX Mutual Fund Performance

NAESX performance across multiple time periods: 1-month 3.23%, YTD 15.80%, 1-year 28.54%, 3-year 16.33%, 5-year 7.42%, 10-year 11.54%.

NAESX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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