NEFSX Mutual Fund

NEFSX Mutual Fund

NAV$47.51
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Returns Overview

1 Month
+2.37%
3 Months
+3.20%
6 Months
+5.96%
YTD
+4.38%
1 Year
+5.79%
3 Years (annualized)
+21.54%
5 Years (annualized)
+10.43%
10 Years (annualized)
+14.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEFSX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+4.38%
Peer Avg (YTD)
+9.28%
vs Peers
-4.90%

NEFSX Mutual Fund Performance

NEFSX performance across multiple time periods: 1-month 2.37%, YTD 4.38%, 1-year 5.79%, 3-year 21.54%, 5-year 10.43%, 10-year 14.80%.

NEFSX returns trail the peer average of 9.28% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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