NFJ ETF

NFJ ETF
$14.36
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Returns Overview

1 Month
+0.61%
3 Months
+4.15%
6 Months
+17.02%
YTD
+18.47%
1 Year
+24.49%
3 Years (annualized)
+14.03%
5 Years (annualized)
+8.19%
10 Years (annualized)
+14.09%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch All US Convertible Total Return USD(^IBMLAUCTR)
This ETF (YTD)
+18.47%
Peer Avg (YTD)
+6.28%
vs Peers
+12.18%

NFJ ETF Performance

NFJ performance across multiple time periods: 1-month 0.61%, YTD 18.47%, 1-year 24.49%, 3-year 14.03%, 5-year 8.19%, 10-year 14.09%.

NFJ returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this ETF.

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

Compare NFJ

NFJ vs SPYNFJ vs QQQNFJ vs VOONFJ vs VTINFJ vs IVVNFJ vs SCHDNFJ vs VYMNFJ vs VXUS

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.61%N/A
3 Months+4.15%N/A
6 Months+17.02%N/A
1 Year+24.49%N/A
3 Years+14.03%N/A
5 Years+8.19%N/A

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