NEFOX Mutual Fund

NAV$32.68

Returns Overview

1 Month
+0.87%
3 Months
+2.56%
6 Months
+0.09%
YTD
+0.09%
1 Year
+8.26%
3 Years (annualized)
+13.16%
5 Years (annualized)
+9.75%
10 Years (annualized)
+14.23%

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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.09%
Peer Avg (YTD)
+9.49%
vs Peers
-9.40%

NEFOX Mutual Fund Performance

NEFOX performance across multiple time periods: 1-month 0.87%, YTD 0.09%, 1-year 8.26%, 3-year 13.16%, 5-year 9.75%, 10-year 14.23%.

NEFOX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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