NFALX Mutual Fund

NFALX Mutual Fund

NAV$35.98
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Returns Overview

1 Month
-3.52%
3 Months
+5.11%
6 Months
+5.86%
YTD
+6.02%
1 Year
+11.21%
3 Years (annualized)
+17.96%
5 Years (annualized)
+6.50%
10 Years (annualized)
+11.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NFALX 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
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📉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)
+6.02%
Peer Avg (YTD)
+6.23%
vs Peers
-0.21%

NFALX Mutual Fund Performance

NFALX performance across multiple time periods: 1-month -3.52%, YTD 6.02%, 1-year 11.21%, 3-year 17.96%, 5-year 6.50%, 10-year 11.12%.

NFALX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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