NEFJX Mutual Fund

NEFJX Mutual Fund

NAV$21.63
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Returns Overview

1 Month
-4.51%
3 Months
-6.14%
6 Months
+3.60%
YTD
+5.95%
1 Year
+11.19%
3 Years (annualized)
+11.75%
5 Years (annualized)
+9.66%
10 Years (annualized)
+9.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEFJX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+5.95%
Peer Avg (YTD)
+10.34%
vs Peers
-4.39%

NEFJX Mutual Fund Performance

NEFJX performance across multiple time periods: 1-month -4.51%, YTD 5.95%, 1-year 11.19%, 3-year 11.75%, 5-year 9.66%, 10-year 9.90%.

NEFJX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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