NAEFX Mutual Fund

NAEFX Mutual Fund

NAV$80.67
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Returns Overview

1 Month
-5.26%
3 Months
-10.80%
6 Months
-2.79%
YTD
+3.31%
1 Year
+9.32%
3 Years (annualized)
+11.06%
5 Years (annualized)
+0.65%
10 Years (annualized)
+9.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NAEFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.31%
Peer Avg (YTD)
+0.92%
vs Peers
+2.39%

NAEFX Mutual Fund Performance

NAEFX performance across multiple time periods: 1-month -5.26%, YTD 3.31%, 1-year 9.32%, 3-year 11.06%, 5-year 0.65%, 10-year 9.59%.

NAEFX returns outperform the peer average of 0.92% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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