NEFSX Mutual Fund

NAV$47.15

Returns Overview

1 Month
-2.88%
3 Months
+5.14%
6 Months
-2.18%
YTD
-2.18%
1 Year
+5.51%
3 Years (annualized)
+17.61%
5 Years (annualized)
+12.97%
10 Years (annualized)
+18.76%

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
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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-2.18%
Peer Avg (YTD)
+9.51%
vs Peers
-11.69%

NEFSX Mutual Fund Performance

NEFSX performance across multiple time periods: 1-month -2.88%, YTD -2.18%, 1-year 5.51%, 3-year 17.61%, 5-year 12.97%, 10-year 18.76%.

NEFSX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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