NEFZX Mutual Fund

NEFZX Mutual Fund

NAV$11.74
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Returns Overview

1 Month
+0.25%
3 Months
-0.62%
6 Months
-1.90%
YTD
-0.10%
1 Year
+2.30%
3 Years (annualized)
+7.38%
5 Years (annualized)
+1.97%
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
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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)
-0.10%
Peer Avg (YTD)
+2.15%
vs Peers
-2.25%

NEFZX Mutual Fund Performance

NEFZX performance across multiple time periods: 1-month 0.25%, YTD -0.10%, 1-year 2.30%, 3-year 7.38%, 5-year 1.97%, 10-year 2.99%.

NEFZX returns trail the peer average of 2.15% 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.