NEFRX Mutual Fund

NEFRX Mutual Fund

NAV$10.98
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Returns Overview

1 Month
+2.38%
3 Months
-0.34%
6 Months
-1.29%
YTD
-0.93%
1 Year
-0.60%
3 Years (annualized)
+5.57%
5 Years (annualized)
-0.23%
10 Years (annualized)
+1.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEFRX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.93%
Peer Avg (YTD)
-1.17%
vs Peers
+0.24%

NEFRX Mutual Fund Performance

NEFRX performance across multiple time periods: 1-month 2.38%, YTD -0.93%, 1-year -0.60%, 3-year 5.57%, 5-year -0.23%, 10-year 1.75%.

NEFRX returns outperform the peer average of -1.17% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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