NFEPX Mutual Fund

NFEPX Mutual Fund

NAV$24.83
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Returns Overview

1 Month
+2.24%
3 Months
+4.27%
6 Months
+25.10%
YTD
+12.98%
1 Year
+15.24%
3 Years (annualized)
+20.43%
5 Years (annualized)
+8.17%
10 Years (annualized)
+15.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NFEPX 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)
+12.98%
Peer Avg (YTD)
+8.68%
vs Peers
+4.30%

NFEPX Mutual Fund Performance

NFEPX performance across multiple time periods: 1-month 2.24%, YTD 12.98%, 1-year 15.24%, 3-year 20.43%, 5-year 8.17%, 10-year 15.28%.

NFEPX 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.

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