NFJ ETF

$15.42

Returns Overview

1 Month
+3.20%
3 Months
+19.49%
6 Months
+18.54%
YTD
+17.39%
1 Year
+29.00%
3 Years (annualized)
+14.31%
5 Years (annualized)
+8.89%
10 Years (annualized)
+14.26%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would NFJ 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
ICE Bank of America Merrill Lynch All US Convertible Total Return USD(^IBMLAUCTR)
This ETF (YTD)
+17.39%
Peer Avg (YTD)
+5.87%
vs Peers
+11.53%

NFJ ETF Performance

NFJ performance across multiple time periods: 1-month 3.20%, YTD 17.39%, 1-year 29.00%, 3-year 14.31%, 5-year 8.89%, 10-year 14.26%.

NFJ returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this ETF.

NFJ performance comparison shows side-by-side returns with another fund. NFJ alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.20%N/A
3 Months+19.49%N/A
6 Months+18.54%N/A
1 Year+29.00%N/A
3 Years+14.31%N/A
5 Years+8.89%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized