NFEAX Mutual Fund

NFEAX Mutual Fund

NAV$19.33
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Returns Overview

1 Month
-1.90%
3 Months
+3.75%
6 Months
+6.59%
YTD
+6.19%
1 Year
+12.67%
3 Years (annualized)
+18.48%
5 Years (annualized)
+7.60%
10 Years (annualized)
+14.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NFEAX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+6.19%
Peer Avg (YTD)
+6.23%
vs Peers
-0.05%

NFEAX Mutual Fund Performance

NFEAX performance across multiple time periods: 1-month -1.90%, YTD 6.19%, 1-year 12.67%, 3-year 18.48%, 5-year 7.60%, 10-year 14.49%.

NFEAX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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