NFACX Mutual Fund

NAV$35.77

Returns Overview

1 Month
+2.87%
3 Months
+19.59%
6 Months
+9.28%
YTD
+9.28%
1 Year
+16.03%
3 Years (annualized)
+18.57%
5 Years (annualized)
+6.57%
10 Years (annualized)
+3.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NFACX 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
MSCI All Country World Index
This Mutual Fund (YTD)
+9.28%
Peer Avg (YTD)
+8.97%
vs Peers
+0.31%

NFACX Mutual Fund Performance

NFACX performance across multiple time periods: 1-month 2.87%, YTD 9.28%, 1-year 16.03%, 3-year 18.57%, 5-year 6.57%, 10-year 3.84%.

NFACX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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