NFJEX Mutual Fund

NFJEX Mutual Fund

NAV$12.24
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Returns Overview

1 Month
-3.68%
3 Months
-0.48%
6 Months
+14.98%
YTD
+18.25%
1 Year
+33.19%
3 Years (annualized)
+15.26%
5 Years (annualized)
+9.55%
10 Years (annualized)
+10.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NFJEX 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 Value Index(RLV)
This Mutual Fund (YTD)
+18.25%
Peer Avg (YTD)
+10.00%
vs Peers
+8.26%

NFJEX Mutual Fund Performance

NFJEX performance across multiple time periods: 1-month -3.68%, YTD 18.25%, 1-year 33.19%, 3-year 15.26%, 5-year 9.55%, 10-year 10.09%.

NFJEX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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