NFALX Mutual Fund

NFALX Mutual Fund

NAV$35.72
See how much of NFALX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.03%
3 Months
-2.41%
6 Months
+17.04%
YTD
+7.24%
1 Year
+9.73%
3 Years (annualized)
+19.32%
5 Years (annualized)
+9.33%
10 Years (annualized)
+12.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NFALX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World Index
This Mutual Fund (YTD)
+7.24%
Peer Avg (YTD)
+8.68%
vs Peers
-1.44%

NFALX Mutual Fund Performance

NFALX performance across multiple time periods: 1-month 0.03%, YTD 7.24%, 1-year 9.73%, 3-year 19.32%, 5-year 9.33%, 10-year 12.28%.

NFALX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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