NFJEX Mutual Fund

NFJEX Mutual Fund

NAV$12.17
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Returns Overview

1 Month
+0.48%
3 Months
+5.26%
6 Months
+16.92%
YTD
+23.87%
1 Year
+27.67%
3 Years (annualized)
+15.26%
5 Years (annualized)
+9.55%
10 Years (annualized)
+10.09%

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
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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 Value Index(RLV)
This Mutual Fund (YTD)
+23.87%
Peer Avg (YTD)
+12.44%
vs Peers
+11.43%

NFJEX Mutual Fund Performance

NFJEX performance across multiple time periods: 1-month 0.48%, YTD 23.87%, 1-year 27.67%, 3-year 15.26%, 5-year 9.55%, 10-year 10.09%.

NFJEX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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