NFEDX Mutual Fund

NFEDX Mutual Fund

NAV$24.83
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Returns Overview

1 Month
+2.28%
3 Months
+4.31%
6 Months
+25.15%
YTD
+13.03%
1 Year
+15.29%
3 Years (annualized)
+17.82%
5 Years (annualized)
+7.87%
10 Years (annualized)
+14.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NFEDX 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
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📉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 Growth Index(^RLG)
This Mutual Fund (YTD)
+13.03%
Peer Avg (YTD)
+8.68%
vs Peers
+4.35%

NFEDX Mutual Fund Performance

NFEDX performance across multiple time periods: 1-month 2.28%, YTD 13.03%, 1-year 15.29%, 3-year 17.82%, 5-year 7.87%, 10-year 14.78%.

NFEDX returns outperform 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.

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