NEFJX Mutual Fund

NEFJX Mutual Fund

NAV$22.56
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Returns Overview

1 Month
-1.40%
3 Months
+0.94%
6 Months
+5.29%
YTD
+11.30%
1 Year
+22.82%
3 Years (annualized)
+11.33%
5 Years (annualized)
+10.16%
10 Years (annualized)
+10.07%

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
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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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+11.30%
Peer Avg (YTD)
+15.31%
vs Peers
-4.01%

NEFJX Mutual Fund Performance

NEFJX performance across multiple time periods: 1-month -1.40%, YTD 11.30%, 1-year 22.82%, 3-year 11.33%, 5-year 10.16%, 10-year 10.07%.

NEFJX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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