NFALX Mutual Fund

NFALX Mutual Fund

NAV$34.14
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Returns Overview

1 Month
-4.78%
3 Months
-3.68%
6 Months
+1.24%
YTD
+2.12%
1 Year
+1.22%
3 Years (annualized)
+19.96%
5 Years (annualized)
+4.90%
10 Years (annualized)
+10.93%

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
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)
+2.12%
Peer Avg (YTD)
+5.14%
vs Peers
-3.02%

NFALX Mutual Fund Performance

NFALX performance across multiple time periods: 1-month -4.78%, YTD 2.12%, 1-year 1.22%, 3-year 19.96%, 5-year 4.90%, 10-year 10.93%.

NFALX returns trail the peer average of 5.14% 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.