NEAIX Mutual Fund

NAV$83.80

Returns Overview

1 Month
-12.16%
3 Months
+1.33%
6 Months
+24.13%
YTD
+35.71%
1 Year
+89.98%
3 Years (annualized)
+38.02%
5 Years (annualized)
+24.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEAIX 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

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)
+35.71%
Peer Avg (YTD)
+16.06%
vs Peers
+19.65%

NEAIX Mutual Fund Performance

NEAIX performance across multiple time periods: 1-month -12.16%, YTD 35.71%, 1-year 89.98%, 3-year 38.02%, 5-year 24.91%.

NEAIX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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