FNEFX Mutual Fund

FNEFX Mutual Fund

NAV$83.89
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Returns Overview

1 Month
-4.86%
3 Months
-2.60%
6 Months
+3.06%
YTD
+11.34%
1 Year
+15.09%
3 Years (annualized)
+28.49%
5 Years (annualized)
+10.44%
10 Years (annualized)
+15.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNEFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+11.34%
Peer Avg (YTD)
+5.23%
vs Peers
+6.11%

FNEFX Mutual Fund Performance

FNEFX performance across multiple time periods: 1-month -4.86%, YTD 11.34%, 1-year 15.09%, 3-year 28.49%, 5-year 10.44%, 10-year 15.76%.

FNEFX returns outperform the peer average of 5.23% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

FNEFX vs another fund shows side-by-side returns. FNEFX alternatives are available in the Mutual Fund Screener.