NFEDX Mutual Fund

NAV$22.39

Returns Overview

1 Month
-4.28%
3 Months
-2.95%
6 Months
-1.45%
YTD
-0.93%
1 Year
+19.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NFEDX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-0.93%
Peer Avg (YTD)
+8.97%
vs Peers
-9.90%

NFEDX Mutual Fund Performance

NFEDX performance across multiple time periods: 1-month -4.28%, YTD -0.93%, 1-year 19.53%.

NFEDX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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