NELYX Mutual Fund

NAV$10.81

Returns Overview

1 Month
-0.28%
3 Months
-0.73%
6 Months
-1.28%
YTD
-1.37%
1 Year
+2.90%
3 Years (annualized)
+4.41%
5 Years (annualized)
+1.90%
10 Years (annualized)
+1.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NELYX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US 1-5 Year Government Bond Index(^BUSYRGBI)
This Mutual Fund (YTD)
-1.37%
Peer Avg (YTD)
+1.92%
vs Peers
-3.29%

NELYX Mutual Fund Performance

NELYX performance across multiple time periods: 1-month -0.28%, YTD -1.37%, 1-year 2.90%, 3-year 4.41%, 5-year 1.90%, 10-year 1.75%.

NELYX returns trail the peer average of 1.92% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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