NELAX Mutual Fund

NAV$68.17

Returns Overview

1 Month
-0.56%
3 Months
+9.88%
6 Months
+7.48%
YTD
+7.12%
1 Year
+14.25%
3 Years (annualized)
+15.97%
5 Years (annualized)
+9.56%
10 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NELAX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+7.12%
Peer Avg (YTD)
+3.78%
vs Peers
+3.34%

NELAX Mutual Fund Performance

NELAX performance across multiple time periods: 1-month -0.56%, YTD 7.12%, 1-year 14.25%, 3-year 15.97%, 5-year 9.56%, 10-year 10.29%.

NELAX returns outperform the peer average of 3.78% YTD. With an expense ratio of 2.16%, investors should weigh costs against performance when evaluating this mutual fund.

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