NFAAX Mutual Fund

NFAAX Mutual Fund

NAV$34.14
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Returns Overview

1 Month
-4.79%
3 Months
-3.77%
6 Months
+1.04%
YTD
+1.79%
1 Year
+0.82%
3 Years (annualized)
+19.51%
5 Years (annualized)
+4.52%
10 Years (annualized)
+17.54%

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)
+1.79%
Peer Avg (YTD)
+5.23%
vs Peers
-3.44%

NFAAX Mutual Fund Performance

NFAAX performance across multiple time periods: 1-month -4.79%, YTD 1.79%, 1-year 0.82%, 3-year 19.51%, 5-year 4.52%, 10-year 17.54%.

NFAAX returns trail the peer average of 5.23% 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.