NEFHX Mutual Fund

NEFHX Mutual Fund

NAV$3.54
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Returns Overview

1 Month
+1.11%
3 Months
-0.37%
6 Months
-0.11%
YTD
+1.27%
1 Year
+2.03%
3 Years (annualized)
+9.44%
5 Years (annualized)
+2.64%
10 Years (annualized)
+4.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEFHX 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
Bloomberg US Corporate High Yield Index(^BUSCTHYI)
This Mutual Fund (YTD)
+1.27%
Peer Avg (YTD)
+1.93%
vs Peers
-0.66%

NEFHX Mutual Fund Performance

NEFHX performance across multiple time periods: 1-month 1.11%, YTD 1.27%, 1-year 2.03%, 3-year 9.44%, 5-year 2.64%, 10-year 4.02%.

NEFHX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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