NEFSX Mutual Fund

NEFSX Mutual Fund

NAV$47.49
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Returns Overview

1 Month
-4.44%
3 Months
+4.24%
6 Months
+9.59%
YTD
+1.96%
1 Year
+4.22%
3 Years (annualized)
+18.71%
5 Years (annualized)
+11.00%
10 Years (annualized)
+15.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEFSX 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 Index(^RUI)
This Mutual Fund (YTD)
+1.96%
Peer Avg (YTD)
+9.98%
vs Peers
-8.02%

NEFSX Mutual Fund Performance

NEFSX performance across multiple time periods: 1-month -4.44%, YTD 1.96%, 1-year 4.22%, 3-year 18.71%, 5-year 11.00%, 10-year 15.00%.

NEFSX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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