NAEFX Mutual Fund

NAEFX Mutual Fund

NAV$81.52
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Returns Overview

1 Month
-1.78%
3 Months
-6.51%
6 Months
-1.09%
YTD
+11.08%
1 Year
+17.77%
3 Years (annualized)
+11.06%
5 Years (annualized)
+0.65%
10 Years (annualized)
+9.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NAEFX 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
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🏦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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.08%
Peer Avg (YTD)
+5.42%
vs Peers
+5.66%

NAEFX Mutual Fund Performance

NAEFX performance across multiple time periods: 1-month -1.78%, YTD 11.08%, 1-year 17.77%, 3-year 11.06%, 5-year 0.65%, 10-year 9.59%.

NAEFX returns outperform the peer average of 5.42% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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