NEFZX Mutual Fund

NEFZX Mutual Fund

NAV$12.23
See how much of NEFZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.83%
3 Months
-0.78%
6 Months
-0.79%
YTD
-0.34%
1 Year
+4.27%
3 Years (annualized)
+7.08%
5 Years (annualized)
+2.02%
10 Years (annualized)
+2.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEFZX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.34%
Peer Avg (YTD)
+0.12%
vs Peers
-0.46%

NEFZX Mutual Fund Performance

NEFZX performance across multiple time periods: 1-month -0.83%, YTD -0.34%, 1-year 4.27%, 3-year 7.08%, 5-year 2.02%, 10-year 2.99%.

NEFZX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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