NEFOX Mutual Fund

NEFOX Mutual Fund

NAV$33.74
See how much of NEFOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.05%
3 Months
+5.91%
6 Months
+6.11%
YTD
+6.14%
1 Year
+14.40%
3 Years (annualized)
+13.36%
5 Years (annualized)
+10.89%
10 Years (annualized)
+14.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEFOX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.14%
Peer Avg (YTD)
+11.41%
vs Peers
-5.27%

NEFOX Mutual Fund Performance

NEFOX performance across multiple time periods: 1-month 6.05%, YTD 6.14%, 1-year 14.40%, 3-year 13.36%, 5-year 10.89%, 10-year 14.31%.

NEFOX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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