NEFFX Mutual Fund

NEFFX Mutual Fund

NAV$88.72
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Returns Overview

1 Month
+2.83%
3 Months
-2.70%
6 Months
+15.11%
YTD
+18.83%
1 Year
+36.06%
3 Years (annualized)
+27.73%
5 Years (annualized)
+11.94%
10 Years (annualized)
+15.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEFFX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+18.83%
Peer Avg (YTD)
+8.51%
vs Peers
+10.32%

NEFFX Mutual Fund Performance

NEFFX performance across multiple time periods: 1-month 2.83%, YTD 18.83%, 1-year 36.06%, 3-year 27.73%, 5-year 11.94%, 10-year 15.84%.

NEFFX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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