NFJEX Mutual Fund

NAV$12.51

Returns Overview

1 Month
+1.88%
3 Months
+15.54%
6 Months
+19.88%
YTD
+18.82%
1 Year
+41.93%
3 Years (annualized)
+18.64%
5 Years (annualized)
+11.62%
10 Years (annualized)
+10.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NFJEX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+18.82%
Peer Avg (YTD)
+9.49%
vs Peers
+9.33%

NFJEX Mutual Fund Performance

NFJEX performance across multiple time periods: 1-month 1.88%, YTD 18.82%, 1-year 41.93%, 3-year 18.64%, 5-year 11.62%, 10-year 10.96%.

NFJEX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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