NEFFX Mutual Fund

NAV$86.97

Returns Overview

1 Month
+1.46%
3 Months
+31.12%
6 Months
+23.91%
YTD
+22.50%
1 Year
+46.29%
3 Years (annualized)
+28.68%
5 Years (annualized)
+14.42%
10 Years (annualized)
+17.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEFFX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+22.50%
Peer Avg (YTD)
+8.97%
vs Peers
+13.53%

NEFFX Mutual Fund Performance

NEFFX performance across multiple time periods: 1-month 1.46%, YTD 22.50%, 1-year 46.29%, 3-year 28.68%, 5-year 14.42%, 10-year 17.51%.

NEFFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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