NEFJX Mutual Fund

NAV$22.95

Returns Overview

1 Month
+5.02%
3 Months
+10.37%
6 Months
+12.89%
YTD
+12.89%
1 Year
+28.47%
3 Years (annualized)
+12.96%
5 Years (annualized)
+9.92%
10 Years (annualized)
+10.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEFJX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+12.89%
Peer Avg (YTD)
+18.52%
vs Peers
-5.64%

NEFJX Mutual Fund Performance

NEFJX performance across multiple time periods: 1-month 5.02%, YTD 12.89%, 1-year 28.47%, 3-year 12.96%, 5-year 9.92%, 10-year 10.63%.

NEFJX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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