NAEFX Mutual Fund

NAV$87.13

Returns Overview

1 Month
-0.70%
3 Months
+8.98%
6 Months
+17.98%
YTD
+15.82%
1 Year
+26.81%
3 Years (annualized)
+10.67%
5 Years (annualized)
+2.64%
10 Years (annualized)
+10.77%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.82%
Peer Avg (YTD)
+10.15%
vs Peers
+5.67%

NAEFX Mutual Fund Performance

NAEFX performance across multiple time periods: 1-month -0.70%, YTD 15.82%, 1-year 26.81%, 3-year 10.67%, 5-year 2.64%, 10-year 10.77%.

NAEFX returns outperform the peer average of 10.15% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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