NEFOX Mutual Fund

NEFOX Mutual Fund

NAV$34.09
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Returns Overview

1 Month
+6.74%
3 Months
+3.74%
6 Months
+9.87%
YTD
+10.12%
1 Year
+17.43%
3 Years (annualized)
+19.57%
5 Years (annualized)
+10.47%
10 Years (annualized)
+13.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEFOX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.12%
Peer Avg (YTD)
+14.61%
vs Peers
-4.50%

NEFOX Mutual Fund Performance

NEFOX performance across multiple time periods: 1-month 6.74%, YTD 10.12%, 1-year 17.43%, 3-year 19.57%, 5-year 10.47%, 10-year 13.81%.

NEFOX returns trail the peer average of 14.61% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

NEFOX vs another fund shows side-by-side returns. NEFOX alternatives are available in the Mutual Fund Screener.