NFAAX Mutual Fund

NAV$35.04

Returns Overview

1 Month
-3.52%
3 Months
+4.29%
6 Months
+3.12%
YTD
+4.41%
1 Year
+16.93%
3 Years (annualized)
+19.47%
5 Years (annualized)
+7.38%
10 Years (annualized)
+10.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NFAAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World Index
This Mutual Fund (YTD)
+4.41%
Peer Avg (YTD)
+8.97%
vs Peers
-4.56%

NFAAX Mutual Fund Performance

NFAAX performance across multiple time periods: 1-month -3.52%, YTD 4.41%, 1-year 16.93%, 3-year 19.47%, 5-year 7.38%, 10-year 10.08%.

NFAAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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