NEFLX Mutual Fund

NAV$10.77

Returns Overview

1 Month
-0.37%
3 Months
-0.74%
6 Months
-1.28%
YTD
-1.46%
1 Year
+2.59%
3 Years (annualized)
+4.24%
5 Years (annualized)
+1.62%
10 Years (annualized)
+1.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEFLX 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)
-1.46%
Peer Avg (YTD)
+1.92%
vs Peers
-3.39%

NEFLX Mutual Fund Performance

NEFLX performance across multiple time periods: 1-month -0.37%, YTD -1.46%, 1-year 2.59%, 3-year 4.24%, 5-year 1.62%, 10-year 1.49%.

NEFLX returns trail the peer average of 1.92% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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