NFEPX Mutual Fund

NAV$24.35

Returns Overview

1 Month
-2.67%
3 Months
+19.98%
6 Months
+8.11%
YTD
+8.35%
1 Year
+19.53%
3 Years (annualized)
+20.78%
5 Years (annualized)
+17.16%
10 Years (annualized)
+25.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NFEPX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+8.35%
Peer Avg (YTD)
+8.97%
vs Peers
-0.62%

NFEPX Mutual Fund Performance

NFEPX performance across multiple time periods: 1-month -2.67%, YTD 8.35%, 1-year 19.53%, 3-year 20.78%, 5-year 17.16%, 10-year 25.11%.

NFEPX 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.

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