NFEAX Mutual Fund

NAV$19.50

Returns Overview

1 Month
-2.66%
3 Months
+19.98%
6 Months
+8.00%
YTD
+8.24%
1 Year
+19.21%
3 Years (annualized)
+20.65%
5 Years (annualized)
+17.97%
10 Years (annualized)
+25.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NFEAX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+8.24%
Peer Avg (YTD)
+8.97%
vs Peers
-0.73%

NFEAX Mutual Fund Performance

NFEAX performance across multiple time periods: 1-month -2.66%, YTD 8.24%, 1-year 19.21%, 3-year 20.65%, 5-year 17.97%, 10-year 25.81%.

NFEAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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