NEAGX Mutual Fund

NAV$78.74

Returns Overview

1 Month
+8.50%
3 Months
+48.24%
6 Months
+65.91%
YTD
+63.31%
1 Year
+89.23%
3 Years (annualized)
+37.36%
5 Years (annualized)
+24.29%
10 Years (annualized)
+27.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEAGX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+63.31%
Peer Avg (YTD)
+16.06%
vs Peers
+47.25%

NEAGX Mutual Fund Performance

NEAGX performance across multiple time periods: 1-month 8.50%, YTD 63.31%, 1-year 89.23%, 3-year 37.36%, 5-year 24.29%, 10-year 27.64%.

NEAGX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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