NFAAX Mutual Fund

NFAAX Mutual Fund

NAV$36.93
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Returns Overview

1 Month
-3.56%
3 Months
+5.00%
6 Months
+5.65%
YTD
+5.78%
1 Year
+10.80%
3 Years (annualized)
+17.49%
5 Years (annualized)
+6.10%
10 Years (annualized)
+10.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NFAAX 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
MSCI All Country World Index
This Mutual Fund (YTD)
+5.78%
Peer Avg (YTD)
+6.23%
vs Peers
-0.45%

NFAAX Mutual Fund Performance

NFAAX performance across multiple time periods: 1-month -3.56%, YTD 5.78%, 1-year 10.80%, 3-year 17.49%, 5-year 6.10%, 10-year 10.72%.

NFAAX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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