NEFFX Mutual Fund

NEFFX Mutual Fund

NAV$86.79
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Returns Overview

1 Month
-6.74%
3 Months
+5.77%
6 Months
+11.51%
YTD
+15.56%
1 Year
+35.12%
3 Years (annualized)
+25.76%
5 Years (annualized)
+12.79%
10 Years (annualized)
+16.01%

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)
+15.56%
Peer Avg (YTD)
+6.23%
vs Peers
+9.33%

NEFFX Mutual Fund Performance

NEFFX performance across multiple time periods: 1-month -6.74%, YTD 15.56%, 1-year 35.12%, 3-year 25.76%, 5-year 12.79%, 10-year 16.01%.

NEFFX returns outperform the peer average of 6.23% 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.