NEFHX Mutual Fund

NEFHX Mutual Fund

NAV$3.53
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Returns Overview

1 Month
-2.51%
3 Months
-1.76%
6 Months
+0.67%
YTD
+0.15%
1 Year
+1.11%
3 Years (annualized)
+8.47%
5 Years (annualized)
+2.70%
10 Years (annualized)
+4.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEFHX 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
Bloomberg US Corporate High Yield Index(^BUSCTHYI)
This Mutual Fund (YTD)
+0.15%
Peer Avg (YTD)
+0.50%
vs Peers
-0.35%

NEFHX Mutual Fund Performance

NEFHX performance across multiple time periods: 1-month -2.51%, YTD 0.15%, 1-year 1.11%, 3-year 8.47%, 5-year 2.70%, 10-year 4.15%.

NEFHX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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